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Ethos Financial Group’s lululemon athletica LULU Stock Holding History

Ethos Financial Group’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-871
Closed -$323K – 503
2025
Q1 		$323K Buy
871
+100
+13% +$36.7K 0.03% 307
2024
Q4 		$295K Buy
+771
New +$252K 0.04% 222

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Ethos Financial Group's LULU Position: Q2 2025 in Review

Ethos Financial Group sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 871 shares — an estimated $323K sold.

Ethos Financial Group first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $323K in Q1 2025. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Ethos Financial Group reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 871 lululemon athletica shares in Q2 2025, an estimated $323K.
  • Ethos Financial Group first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Ethos Financial Group's lululemon athletica position peaked at $323K in Q1 2025.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.