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Everhart Financial Group’s lululemon athletica LULU Stock Holding History

Everhart 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
-804
Closed -$228K – 346
2025
Q1 		$228K Buy
+804
New +$295K 0.03% 308
2024
Q2 		– Sell
-685
Closed -$268K – 304
2024
Q1 		$268K Buy
685
+96
+16% +$44.4K 0.08% 228
2023
Q4 		$301K Buy
+589
New +$254K 0.11% 179

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

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

Everhart Financial Group sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 804 shares — an estimated $228K sold.

Everhart Financial Group first reported a position in LULU in Q4 2023 and held it in 3 quarters. The position peaked at $301K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Everhart Financial Group reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Everhart Financial Group sold 804 lululemon athletica shares in Q2 2025, an estimated $228K.
  • Everhart Financial Group first reported a position in lululemon athletica in Q4 2023 and held it in 3 quarters.
  • Everhart Financial Group's lululemon athletica position peaked at $301K in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Everhart Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.