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NewSquare Capital’s lululemon athletica LULU Stock Holding History

NewSquare 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
Q3 		– Sell
-57
Closed -$13.5K – 780
2025
Q2 		$13.5K Buy
57
+36
+171% +$9.92K ﹤0.01% 578
2025
Q1 		$5.94K Buy
21
+13
+163% +$4.77K ﹤0.01% 656
2024
Q4 		$3.06K Buy
+8
New +$2.61K ﹤0.01% 446
2024
Q2 		– Sell
-40
Closed -$15.6K – 417
2024
Q1 		$15.6K Sell
40
-8,275
-100% -$3.83M ﹤0.01% 224
2023
Q4 		$4.25M Buy
8,315
+240
+3% +$104K 0.41% 86
2023
Q3 		$3.11M Buy
8,075
+8,060
+53,733% +$3.08M 0.33% 90
2023
Q2 		$5.68K Hold
15
– – ﹤0.01% 406
2023
Q1 		$5.46K Buy
+15
New +$4.7K ﹤0.01% 444

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

NewSquare Capital's LULU Position: Q3 2025 in Review

NewSquare Capital sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 57 shares — an estimated $13.5K sold.

NewSquare Capital first reported a position in LULU in Q1 2023 and held it in 8 quarters. The position peaked at $4.25M in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • NewSquare Capital reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 57 lululemon athletica shares in Q3 2025, an estimated $13.5K.
  • NewSquare Capital first reported a position in lululemon athletica in Q1 2023 and held it in 8 quarters.
  • NewSquare Capital's lululemon athletica position peaked at $4.25M in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.