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Financial Advocates Investment Management’s lululemon athletica LULU Stock Holding History

Financial Advocates Investment Management’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
-3,018
Closed -$717K – 363
2025
Q2 		$717K Buy
3,018
+546
+22% +$150K 0.06% 282
2025
Q1 		$700K Sell
2,472
-408
-14% -$150K 0.05% 358
2024
Q4 		$1.1M Sell
2,880
-80
-3% -$26.1K 0.06% 287
2024
Q3 		$803K Buy
2,960
+1,464
+98% +$389K 0.05% 353
2024
Q2 		$447K Buy
1,496
+856
+134% +$286K 0.03% 458
2024
Q1 		$250K Sell
640
-5
-0.8% -$2.31K 0.01% 657
2023
Q4 		$330K Sell
645
-81
-11% -$35K 0.02% 524
2023
Q3 		$280K Buy
726
+148
+26% +$56.5K 0.02% 548
2023
Q2 		$219K Sell
578
-179
-24% -$66K 0.02% 622
2023
Q1 		$276K Sell
757
-536
-41% -$168K 0.02% 581
2022
Q4 		$414K Buy
+1,293
New +$425K 0.03% 484
2022
Q3 		– Sell
-1,580
Closed -$431K – 796
2022
Q2 		$431K Buy
+1,580
New +$506K 0.04% 425
2022
Q1 		– Sell
-522
Closed -$204K – 779
2021
Q4 		$204K Sell
522
-10
-2% -$4.27K 0.01% 727
2021
Q3 		$215K Buy
+532
New +$213K 0.01% 686
2021
Q2 		– Sell
-700
Closed -$215K – 798
2021
Q1 		$215K Buy
+700
New +$230K 0.02% 697
2020
Q4 		– Sell
-1,408
Closed -$464K – 733
2020
Q3 		$464K Buy
1,408
+508
+56% +$170K 0.04% 386
2020
Q2 		$281K Buy
+900
New +$230K 0.03% 476
2020
Q1 		– Sell
-1,747
Closed -$405K – 520
2019
Q4 		$405K Buy
+1,747
New +$372K 0.04% 354

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $22.1B AUM 6.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Advocates Investment Management's LULU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 3,018 shares — an estimated $717K sold.

Financial Advocates Investment Management first reported a position in LULU in Q4 2019 and held it in 18 quarters. The position peaked at $1.1M in Q4 2024. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,018 lululemon athletica shares in Q3 2025, an estimated $717K.
  • Financial Advocates Investment Management first reported a position in lululemon athletica in Q4 2019 and held it in 18 quarters.
  • Financial Advocates Investment Management's lululemon athletica position peaked at $1.1M in Q4 2024.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.