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Gradient Capital Advisors’s lululemon athletica LULU Stock Holding History

Gradient Capital Advisors’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
-789
Closed -$223K – 164
2025
Q1 		$223K Sell
789
-515
-39% -$189K 0.07% 151
2024
Q4 		$499K Sell
1,304
-42
-3% -$13.7K 0.16% 92
2024
Q3 		$365K Sell
1,346
-114
-8% -$30.3K 0.12% 108
2024
Q2 		$436K Sell
1,460
-499
-25% -$167K 0.16% 98
2024
Q1 		$765K Sell
1,959
-43
-2% -$19.9K 0.28% 70
2023
Q4 		$1.02M Hold
2,002
– – 0.39% 58
2023
Q3 		$772K Hold
2,002
– – 0.32% 67
2023
Q2 		$758K Buy
2,002
+6
+0.3% +$2.21K 0.3% 69
2023
Q1 		$727K Buy
1,996
+3
+0.2% +$941 0.31% 66
2022
Q4 		$639K Buy
1,993
+8
+0.4% +$2.63K 0.29% 69
2022
Q3 		$555K Buy
1,985
+126
+7% +$39.1K 0.27% 76
2022
Q2 		$507K Hold
1,859
– – 0.24% 77
2022
Q1 		$679K Sell
1,859
-810
-30% -$264K 0.29% 70
2021
Q4 		$1.04M Sell
2,669
-28
-1% -$12K 0.44% 51
2021
Q3 		$1.09M Hold
2,697
– – 0.5% 49
2021
Q2 		$984K Hold
2,697
– – 0.46% 47
2021
Q1 		$827K Hold
2,697
– – 0.44% 49
2020
Q4 		$939K Sell
2,697
-281
-9% -$97.6K 0.54% 42
2020
Q3 		$981K Buy
2,978
+432
+17% +$144K 0.61% 40
2020
Q2 		$794K Buy
2,546
+33
+1% +$8.44K 0.54% 43
2020
Q1 		$476K Buy
2,513
+125
+5% +$28K 0.38% 57
2019
Q4 		$553K Buy
+2,388
New +$509K 0.38% 56

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

Gradient Capital Advisors's LULU Position: Q2 2025 in Review

Gradient Capital Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 789 shares — an estimated $223K sold.

Gradient Capital Advisors first reported a position in LULU in Q4 2019 and held it in 22 quarters. The position peaked at $1.09M in Q3 2021. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Gradient Capital Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Gradient Capital Advisors sold 789 lululemon athletica shares in Q2 2025, an estimated $223K.
  • Gradient Capital Advisors first reported a position in lululemon athletica in Q4 2019 and held it in 22 quarters.
  • Gradient Capital Advisors's lululemon athletica position peaked at $1.09M in Q3 2021.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Gradient Capital Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.