Global Wealth Strategies & Associates’s lululemon athletica LULU Stock Holding History

Global Wealth Strategies & Associates’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	-26	Closed	-$6.18K	–	492
2025 Q2	$6.18K	Hold	26	–	–	﹤0.01%	252
2025 Q1	$7.36K	Hold	26	–	–	﹤0.01%	289
2024 Q4	$9.94K	Hold	26	–	–	﹤0.01%	224
2024 Q3	$7.05K	Hold	26	–	–	﹤0.01%	214
2024 Q2	$7.77K	Hold	26	–	–	﹤0.01%	190
2024 Q1	$10.2K	Hold	26	–	–	﹤0.01%	176
2023 Q4	$13.3K	Hold	26	–	–	0.01%	146
2023 Q3	$10K	Sell	26 -10	-28%	-$3.82K	﹤0.01%	162
2023 Q2	$13.6K	Hold	36	–	–	0.01%	140
2023 Q1	$13.1K	Sell	36 -24	-40%	-$7.52K	0.01%	141
2022 Q4	$19.2K	Buy	+60	New	+$19.7K	0.01%	112

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Global Wealth Strategies & Associates's LULU Position: Q3 2025 in Review

Global Wealth Strategies & Associates sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 26 shares — an estimated $6.18K sold.

Global Wealth Strategies & Associates first reported a position in LULU in Q4 2022 and held it in 11 quarters. The position peaked at $19.2K in Q4 2022. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Global Wealth Strategies & Associates reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 26 lululemon athletica shares in Q3 2025, an estimated $6.18K.
Global Wealth Strategies & Associates first reported a position in lululemon athletica in Q4 2022 and held it in 11 quarters.
Global Wealth Strategies & Associates's lululemon athletica position peaked at $19.2K in Q4 2022.
926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2025, filed 2 Oct 2025.