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Freestone Capital Holdings’s lululemon athletica LULU Stock Holding History

Freestone Capital Holdings’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
-1,702
Closed -$404K – 554
2025
Q2 		$404K Sell
1,702
-6,915
-80% -$1.9M 0.01% 322
2025
Q1 		$2.44M Buy
8,617
+1,126
+15% +$413K 0.09% 144
2024
Q4 		$2.86M Buy
7,491
+5,576
+291% +$1.82M 0.1% 131
2024
Q3 		$520K Buy
1,915
+1,064
+125% +$282K 0.02% 287
2024
Q2 		$254K Sell
851
-1,130
-57% -$378K 0.01% 406
2024
Q1 		$774K Buy
1,981
+1,133
+134% +$524K 0.03% 244
2023
Q4 		$434K Sell
848
-46
-5% -$19.9K 0.02% 288
2023
Q3 		$345K Sell
894
-169
-16% -$64.6K 0.02% 284
2023
Q2 		$402K Sell
1,063
-4
-0.4% -$1.48K 0.02% 278
2023
Q1 		$389K Buy
+1,067
New +$335K 0.02% 273
2022
Q2 		– Sell
-1,031
Closed -$377K – 523
2022
Q1 		$377K Buy
1,031
+267
+35% +$86.9K 0.02% 420
2021
Q4 		$299K Buy
764
+30
+4% +$12.8K 0.01% 406
2021
Q3 		$297K Buy
734
+144
+24% +$57.7K 0.01% 351
2021
Q2 		$215K Buy
+590
New +$194K 0.01% 386
2021
Q1 		– Sell
-479
Closed -$167K – 794
2020
Q4 		$167K Buy
479
+153
+47% +$53.1K 0.01% 368
2020
Q3 		$107K Buy
+326
New +$109K 0.01% 396

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

Freestone Capital Holdings's LULU Position: Q3 2025 in Review

Freestone Capital Holdings sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,702 shares — an estimated $404K sold.

Freestone Capital Holdings first reported a position in LULU in Q3 2020 and held it in 16 quarters. The position peaked at $2.86M in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Freestone Capital Holdings reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,702 lululemon athletica shares in Q3 2025, an estimated $404K.
  • Freestone Capital Holdings first reported a position in lululemon athletica in Q3 2020 and held it in 16 quarters.
  • Freestone Capital Holdings's lululemon athletica position peaked at $2.86M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Freestone Capital Holdings's 13F filing for Q3 2025, filed 12 Nov 2025.