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Gratus Wealth Advisors’s lululemon athletica LULU Stock Holding History

Gratus Wealth 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
Q3 		– Sell
-2,308
Closed -$548K – 136
2025
Q2 		$548K Hold
2,308
– – 0.08% 88
2025
Q1 		$653K Buy
2,308
+494
+27% +$181K 0.11% 77
2024
Q4 		$694K Sell
1,814
-17
-0.9% -$5.55K 0.11% 76
2024
Q3 		$499K Buy
1,831
+6
+0.3% +$1.59K 0.08% 92
2024
Q2 		$511K Buy
1,825
+203
+13% +$67.9K 0.09% 91
2024
Q1 		$564K Buy
1,622
+73
+5% +$33.7K 0.1% 84
2023
Q4 		$792K Buy
+1,549
New +$669K 0.16% 65

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

Gratus Wealth Advisors's LULU Position: Q3 2025 in Review

Gratus Wealth Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,308 shares — an estimated $548K sold.

Gratus Wealth Advisors first reported a position in LULU in Q4 2023 and held it in 7 quarters. The position peaked at $792K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Gratus Wealth Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 2,308 lululemon athletica shares in Q3 2025, an estimated $548K.
  • Gratus Wealth Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 7 quarters.
  • Gratus Wealth Advisors's lululemon athletica position peaked at $792K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Gratus Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.