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GeoWealth Management’s lululemon athletica LULU Stock Holding History

GeoWealth 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
-27
Closed -$6.42K – 1028
2025
Q2 		$6.42K Sell
27
-287
-91% -$79.1K ﹤0.01% 1140
2025
Q1 		$88.9K Sell
314
-156
-33% -$57.2K ﹤0.01% 811
2024
Q4 		$180K Buy
470
+149
+46% +$48.6K 0.01% 800
2024
Q3 		$87.1K Buy
+321
New +$85.2K ﹤0.01% 923
2024
Q2 		– Sell
-998
Closed -$390K – 914
2024
Q1 		$390K Buy
998
+455
+84% +$210K 0.02% 501
2023
Q4 		$278K Buy
+543
New +$235K 0.02% 427
2019
Q4 		– Sell
-1,565
Closed -$301K – 156
2019
Q3 		$301K Buy
+1,565
New +$292K 0.07% 150

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

GeoWealth Management's LULU Position: Q3 2025 in Review

GeoWealth Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 27 shares — an estimated $6.42K sold.

GeoWealth Management first reported a position in LULU in Q3 2019 and held it in 7 quarters. The position peaked at $390K in Q1 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • GeoWealth Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 27 lululemon athletica shares in Q3 2025, an estimated $6.42K.
  • GeoWealth Management first reported a position in lululemon athletica in Q3 2019 and held it in 7 quarters.
  • GeoWealth Management's lululemon athletica position peaked at $390K in Q1 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.