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Hennion & Walsh Asset Management’s lululemon athletica LULU Stock Holding History

Hennion & Walsh Asset Management’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
-738
Closed -$209K – 940
2025
Q1 		$209K Sell
738
-96
-12% -$35.2K 0.01% 829
2024
Q4 		$319K Sell
834
-46
-5% -$15K 0.01% 740
2024
Q3 		$239K Buy
+880
New +$234K 0.01% 798

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

Hennion & Walsh Asset Management's LULU Position: Q2 2025 in Review

Hennion & Walsh Asset Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 738 shares — an estimated $209K sold.

Hennion & Walsh Asset Management first reported a position in LULU in Q3 2024 and held it in 3 quarters. The position peaked at $319K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Hennion & Walsh Asset Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 738 lululemon athletica shares in Q2 2025, an estimated $209K.
  • Hennion & Walsh Asset Management first reported a position in lululemon athletica in Q3 2024 and held it in 3 quarters.
  • Hennion & Walsh Asset Management's lululemon athletica position peaked at $319K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.