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Inscription Capital’s lululemon athletica LULU Stock Holding History

Inscription Capital’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
-1,857
Closed -$725K – 529
2025
Q1 		$725K Buy
+1,857
New +$681K 0.12% 137
2024
Q3 		$538K Sell
1,983
-56
-3% -$14.9K 0.08% 181
2024
Q2 		$609K Buy
2,039
+182
+10% +$60.8K 0.1% 155
2024
Q1 		$725K Buy
1,857
+345
+23% +$159K 0.12% 137
2023
Q4 		$773K Buy
1,512
+75
+5% +$32.4K 0.21% 84
2023
Q3 		$554K Hold
1,437
– – 0.18% 91
2023
Q2 		$544K Sell
1,437
-175
-11% -$64.6K 0.17% 96
2023
Q1 		$587K Buy
1,612
+29
+2% +$9.09K 0.16% 107
2022
Q4 		$507K Sell
1,583
-50
-3% -$16.4K 0.17% 104
2022
Q3 		$457K Sell
1,633
-15
-0.9% -$4.65K 0.13% 114
2022
Q2 		$449K Buy
1,648
+20
+1% +$6.41K 0.08% 165
2022
Q1 		$595K Buy
1,628
+55
+3% +$17.9K 0.17% 107
2021
Q4 		$616K Buy
1,573
+40
+3% +$17.1K 0.17% 118
2021
Q3 		$620K Buy
+1,533
New +$614K 0.19% 106
2021
Q2 		– Sell
-1,348
Closed -$413K – 358
2021
Q1 		$413K Buy
1,348
+120
+10% +$39.4K 0.14% 126
2020
Q4 		$427K Buy
+1,228
New +$426K 0.16% 111

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

Inscription Capital's LULU Position: Q2 2025 in Review

Inscription Capital sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,857 shares — an estimated $725K sold.

Inscription Capital first reported a position in LULU in Q4 2020 and held it in 16 quarters. The position peaked at $773K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Inscription Capital reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Inscription Capital sold 1,857 lululemon athletica shares in Q2 2025, an estimated $725K.
  • Inscription Capital first reported a position in lululemon athletica in Q4 2020 and held it in 16 quarters.
  • Inscription Capital's lululemon athletica position peaked at $773K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Inscription Capital's 13F filing for Q2 2025, filed 12 Aug 2025.