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Fiduciary Alliance’s lululemon athletica LULU Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-1,973
Closed -$469K – 510
2025
Q2 		$469K Buy
1,973
+93
+5% +$25.6K 0.04% 331
2025
Q1 		$532K Sell
1,880
-20
-1% -$7.34K 0.05% 245
2024
Q4 		$727K Buy
+1,900
New +$620K 0.07% 194
2023
Q3 		– Sell
-10
Closed -$3.79K – 617
2023
Q2 		$3.79K Buy
+10
New +$3.69K ﹤0.01% 725
2023
Q1 		– Sell
-3
Closed -$961 – 551
2022
Q4 		$961 Buy
+3
New +$987 ﹤0.01% 788

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiduciary Alliance's LULU Position: Q3 2025 in Review

Fiduciary Alliance sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,973 shares — an estimated $469K sold.

Fiduciary Alliance first reported a position in LULU in Q4 2022 and held it in 5 quarters. The position peaked at $727K in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Fiduciary Alliance reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Alliance sold 1,973 lululemon athletica shares in Q3 2025, an estimated $469K.
  • Fiduciary Alliance first reported a position in lululemon athletica in Q4 2022 and held it in 5 quarters.
  • Fiduciary Alliance's lululemon athletica position peaked at $727K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Fiduciary Alliance's 13F filing for Q3 2025, filed 8 Oct 2025.