Grey Fox Wealth Advisors’s lululemon athletica LULU Stock Holding History

Grey Fox 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 Q4	–	Sell	-3	Closed	-$534	–	409
2025 Q3	$534	Buy	+3	New	+$601	﹤0.01%	598
2023 Q2	–	Sell	-3	Closed	-$1.09K	–	339
2023 Q1	$1.09K	Buy	+3	New	+$941	﹤0.01%	454

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Norges Bank Oslo, Norway $935B AUM

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

Grey Fox Wealth Advisors's LULU Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 3 shares — an estimated $534 sold.

Grey Fox Wealth Advisors first reported a position in LULU in Q1 2023 and held it in 2 quarters. The position peaked at $1.09K in Q1 2023. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 3 lululemon athletica shares in Q4 2025, an estimated $534.
Grey Fox Wealth Advisors first reported a position in lululemon athletica in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's lululemon athletica position peaked at $1.09K in Q1 2023.
1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.