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Galvin Gaustad & Stein’s lululemon athletica LULU Stock Holding History

Galvin Gaustad & Stein’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
Q2 		– Sell
-85,764
Closed -$24.3M – 198
2025
Q1 		$24.3M Buy
85,764
+98
+0.1% +$36K 2.17% 12
2024
Q4 		$32.8M Buy
85,666
+10,141
+13% +$3.31M 2.93% 2
2024
Q3 		$20.5M Buy
+75,525
New +$20M 1.83% 19
2022
Q2 		– Sell
-1,236
Closed -$451K – 173
2022
Q1 		$451K Buy
1,236
+700
+131% +$228K 0.04% 128
2021
Q4 		$210K Buy
+536
New +$229K 0.02% 169

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Galvin Gaustad & Stein's LULU Position: Q2 2025 in Review

Galvin Gaustad & Stein sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 85,764 shares — an estimated $24.3M sold.

Galvin Gaustad & Stein first reported a position in LULU in Q4 2021 and held it in 5 quarters. The position peaked at $32.8M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Galvin Gaustad & Stein reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 85,764 lululemon athletica shares in Q2 2025, an estimated $24.3M.
  • Galvin Gaustad & Stein first reported a position in lululemon athletica in Q4 2021 and held it in 5 quarters.
  • Galvin Gaustad & Stein's lululemon athletica position peaked at $32.8M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2025, filed 24 Jul 2025.