Kestra Investment Management
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Kestra Investment Management’s lululemon athletica LULU Stock Holding History

Kestra Investment Management’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
-2,155
Closed -$512K – 626
2025
Q2 		$512K Buy
2,155
+2,147
+26,838% +$591K 0.02% 280
2025
Q1 		$2.27K Sell
8
-75
-90% -$27.5K ﹤0.01% 757
2024
Q4 		$31.7K Buy
+83
New +$27.1K ﹤0.01% 629

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kestra Investment Management's LULU Position: Q3 2025 in Review

Kestra Investment Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,155 shares — an estimated $512K sold.

Kestra Investment Management first reported a position in LULU in Q4 2024 and held it in 3 quarters. The position peaked at $512K in Q2 2025. 929 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Kestra Investment Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,155 lululemon athletica shares in Q3 2025, an estimated $512K.
  • Kestra Investment Management first reported a position in lululemon athletica in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's lululemon athletica position peaked at $512K in Q2 2025.
  • 929 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.