HFP
LULU icon

Holistic Financial Partners’s lululemon athletica LULU Stock Holding History

Holistic Financial Partners’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
-1,544
Closed -$437K – 132
2025
Q1 		$437K Sell
1,544
-37
-2% -$13.6K 0.21% 58
2024
Q4 		$605K Sell
1,581
-44
-3% -$14.4K 0.3% 44
2024
Q3 		$441K Sell
1,625
-29
-2% -$7.7K 0.21% 57
2024
Q2 		$494K Sell
1,654
-278
-14% -$92.9K 0.25% 47
2024
Q1 		$755K Buy
1,932
+66
+4% +$30.5K 0.38% 36
2023
Q4 		$954K Sell
1,866
-151
-7% -$65.2K 0.57% 29
2023
Q3 		$778K Sell
2,017
-2
-0.1% -$764 0.52% 29
2023
Q2 		$764K Buy
2,019
+1
+0% +$369 0.53% 29
2023
Q1 		$735K Buy
2,018
+48
+2% +$15K 0.58% 28
2022
Q4 		$631K Sell
1,970
-45
-2% -$14.8K 0.57% 26
2022
Q3 		$563K Buy
2,015
+108
+6% +$33.5K 0.56% 26
2022
Q2 		$520K Sell
1,907
-122
-6% -$39.1K 0.49% 31
2022
Q1 		$741K Sell
2,029
-152
-7% -$49.5K 0.47% 31
2021
Q4 		$854K Buy
2,181
+12
+0.6% +$5.13K 0.5% 30
2021
Q3 		$878K Sell
2,169
-218
-9% -$87.3K 0.54% 28
2021
Q2 		$871K Buy
2,387
+11
+0.5% +$3.62K 0.52% 30
2021
Q1 		$729K Sell
2,376
-238
-9% -$78.1K 0.48% 33
2020
Q4 		$910K Buy
2,614
+439
+20% +$152K 0.63% 27
2020
Q3 		$717K Buy
2,175
+970
+80% +$324K 0.58% 26
2020
Q2 		$376K Buy
+1,205
New +$308K 0.32% 35

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

Holistic Financial Partners's LULU Position: Q2 2025 in Review

Holistic Financial Partners sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,544 shares — an estimated $437K sold.

Holistic Financial Partners first reported a position in LULU in Q2 2020 and held it in 20 quarters. The position peaked at $954K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Holistic Financial Partners reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 1,544 lululemon athletica shares in Q2 2025, an estimated $437K.
  • Holistic Financial Partners first reported a position in lululemon athletica in Q2 2020 and held it in 20 quarters.
  • Holistic Financial Partners's lululemon athletica position peaked at $954K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Holistic Financial Partners's 13F filing for Q2 2025, filed 5 Aug 2025.