Evergreen Private Wealth’s lululemon athletica LULU Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-32	Closed	-$5.69K	–	160
2025 Q3	$5.69K	Buy	+32	New	+$6.41K	﹤0.01%	175

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Private Wealth's LULU Position: Q4 2025 in Review

Evergreen Private Wealth sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 32 shares — an estimated $5.69K sold.

Evergreen Private Wealth first reported a position in LULU in Q3 2025 and held it in 1 quarter. The position peaked at $5.69K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Evergreen Private Wealth reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 32 lululemon athletica shares in Q4 2025, an estimated $5.69K.
Evergreen Private Wealth first reported a position in lululemon athletica in Q3 2025 and held it in 1 quarter.
Evergreen Private Wealth's lululemon athletica position peaked at $5.69K in Q3 2025.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.