IWA
LULU icon

Icon Wealth Advisors’s lululemon athletica LULU Stock Holding History

Icon 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
Q3 		– Sell
-421
Closed -$100K – 542
2025
Q2 		$100K Buy
+421
New +$116K 0.01% 510
2025
Q1 		– Sell
-363
Closed -$139K – 515
2024
Q4 		$139K Buy
+363
New +$119K 0.01% 446
2024
Q2 		– Sell
-485
Closed -$189K – 476
2024
Q1 		$189K Buy
485
+4
+0.8% +$1.85K 0.02% 350
2023
Q4 		$246K Buy
+481
New +$208K 0.03% 295

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

Icon Wealth Advisors's LULU Position: Q3 2025 in Review

Icon Wealth Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 421 shares — an estimated $100K sold.

Icon Wealth Advisors first reported a position in LULU in Q4 2023 and held it in 4 quarters. The position peaked at $246K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Icon Wealth Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 421 lululemon athletica shares in Q3 2025, an estimated $100K.
  • Icon Wealth Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 4 quarters.
  • Icon Wealth Advisors's lululemon athletica position peaked at $246K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.