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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
2014
Q1 		– Sell
-4,000
Closed -$2.36M – 269
2013
Q4 		$2.36M Buy
+4,000
New +$275K 0.42% 40

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.