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Hershey Financial Advisers’s lululemon athletica LULU Stock Holding History

Hershey Financial Advisers’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
-1,234
Closed -$293K – 89
2025
Q2 		$293K Buy
+1,234
New +$340K 0.26% 66
2024
Q4 		$722K Buy
+1,889
New +$617K 0.64% 47

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

Hershey Financial Advisers's LULU Position: Q3 2025 in Review

Hershey Financial Advisers sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,234 shares — an estimated $293K sold.

Hershey Financial Advisers first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $722K in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Hershey Financial Advisers reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 1,234 lululemon athletica shares in Q3 2025, an estimated $293K.
  • Hershey Financial Advisers first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Hershey Financial Advisers's lululemon athletica position peaked at $722K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Hershey Financial Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.