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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
-100
Closed -$23.8K – 364
2025
Q2 		$23.8K Buy
+100
New +$27.5K ﹤0.01% 622

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.