High Note Wealth’s lululemon athletica LULU Stock Holding History

High Note Wealth’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	-1	Closed	-$178	–	961
2025 Q3	$178	Sell	1 -117	-99%	-$23.4K	﹤0.01%	815
2025 Q2	$28K	Sell	118 -24	-17%	-$6.61K	0.01%	215
2025 Q1	$40.2K	Buy	142 +4	+3%	+$1.47K	0.01%	186
2024 Q4	$52.8K	Buy	+138	New	+$45.1K	0.01%	170

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Note Wealth's LULU Position: Q4 2025 in Review

High Note Wealth sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1 share — an estimated $178 sold.

High Note Wealth first reported a position in LULU in Q4 2024 and held it in 4 quarters. The position peaked at $52.8K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

High Note Wealth reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
High Note Wealth sold 1 lululemon athletica share in Q4 2025, an estimated $178.
High Note Wealth first reported a position in lululemon athletica in Q4 2024 and held it in 4 quarters.
High Note Wealth's lululemon athletica position peaked at $52.8K in Q4 2024.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.