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Global Retirement Partners’s lululemon athletica LULU Stock Holding History

Global Retirement Partners’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
-400
Closed -$31 – 3962
2025
Q2 		$31 Buy
+400
New +$110K ﹤0.01% 3772

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Retirement Partners's LULU Position: Q4 2025 in Review

Global Retirement Partners increased its lululemon athletica (LULU) stake by 16% in Q4 2025, buying an estimated $25.5K and bringing the position to 1,025 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Global Retirement Partners first reported a position in LULU in Q2 2017 and has held it in 31 quarters since. The position peaked at $2.7M in Q3 2021. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Global Retirement Partners held 1,025 shares of lululemon athletica worth $213K as of Q4 2025.
  • Global Retirement Partners bought 141 lululemon athletica shares in Q4 2025, an estimated $25.5K.
  • lululemon athletica made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1439 holding.
  • Global Retirement Partners first reported a position in lululemon athletica in Q2 2017 and has held it in 31 quarters since.
  • Global Retirement Partners's lululemon athletica position peaked at $2.7M in Q3 2021.
  • 1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.