MWM
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Modera Wealth Management’s lululemon athletica LULU Stock Holding History

Modera Wealth 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
2026
Q1 		– Sell
-1,218
Closed -$253K – 655
2025
Q4 		$253K Buy
1,218
+7
+0.6% +$1.27K ﹤0.01% 579
2025
Q3 		$215K Sell
1,211
-56
-4% -$11.2K ﹤0.01% 619
2025
Q2 		$301K Buy
1,267
+101
+9% +$27.8K ﹤0.01% 537
2025
Q1 		$330K Sell
1,166
-87
-7% -$31.9K ﹤0.01% 496
2024
Q4 		$479K Buy
+1,253
New +$409K 0.01% 450
2017
Q2 		– Sell
-7,741
Closed -$402K – 122
2017
Q1 		$402K Hold
7,741
– – 0.1% 74
2016
Q4 		$503K Buy
+7,741
New +$462K 0.17% 57

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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