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Glenview Trust’s lululemon athletica LULU Stock Holding History

Glenview Trust’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
-996
Closed -$237K – 507
2025
Q2 		$237K Buy
996
+284
+40% +$78.2K ﹤0.01% 465
2025
Q1 		$202K Buy
712
+17
+2% +$6.24K ﹤0.01% 468
2024
Q4 		$266K Buy
+695
New +$227K 0.01% 434
2024
Q2 		– Sell
-684
Closed -$267K – 477
2024
Q1 		$267K Buy
684
+79
+13% +$36.5K 0.01% 417
2023
Q4 		$309K Buy
605
+7
+1% +$3.02K 0.01% 397
2023
Q3 		$231K Buy
598
+2
+0.3% +$764 0.01% 416
2023
Q2 		$226K Hold
596
– – 0.01% 431
2023
Q1 		$217K Buy
+596
New +$187K 0.01% 423
2022
Q2 		– Sell
-595
Closed -$217K – 420
2022
Q1 		$217K Hold
595
– – 0.01% 402
2021
Q4 		$233K Hold
595
– – 0.01% 391
2021
Q3 		$241K Hold
595
– – 0.01% 369
2021
Q2 		$217K Buy
+595
New +$196K 0.01% 387
2021
Q1 		– Sell
-595
Closed -$207K – 401
2020
Q4 		$207K Buy
+595
New +$207K 0.01% 336

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

Glenview Trust's LULU Position: Q3 2025 in Review

Glenview Trust sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 996 shares — an estimated $237K sold.

Glenview Trust first reported a position in LULU in Q4 2020 and held it in 13 quarters. The position peaked at $309K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Glenview Trust reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Glenview Trust sold 996 lululemon athletica shares in Q3 2025, an estimated $237K.
  • Glenview Trust first reported a position in lululemon athletica in Q4 2020 and held it in 13 quarters.
  • Glenview Trust's lululemon athletica position peaked at $309K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Glenview Trust's 13F filing for Q3 2025, filed 7 Nov 2025.