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NorthRock Partners’s lululemon athletica LULU Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-1,553
Closed -$276K – 790
2025
Q3 		$276K Buy
1,553
+62
+4% +$12.4K 0.01% 730
2025
Q2 		$354K Sell
1,491
-1,675
-53% -$461K 0.01% 495
2025
Q1 		$896K Sell
3,166
-114
-3% -$41.8K 0.03% 228
2024
Q4 		$1.25M Buy
3,280
+616
+23% +$201K 0.04% 176
2024
Q3 		$723K Buy
2,664
+1,540
+137% +$409K 0.02% 278
2024
Q2 		$336K Sell
1,124
-551
-33% -$184K 0.01% 442
2024
Q1 		$654K Buy
1,675
+146
+10% +$67.5K 0.03% 285
2023
Q4 		$782K Buy
1,529
+705
+86% +$305K 0.03% 228
2023
Q3 		$318K Buy
824
+272
+49% +$104K 0.03% 229
2023
Q2 		$209K Buy
+552
New +$204K 0.02% 287
2022
Q1 		– Sell
-561
Closed -$220K – 353
2021
Q4 		$220K Buy
+561
New +$240K 0.02% 306

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NorthRock Partners's LULU Position: Q4 2025 in Review

NorthRock Partners sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,553 shares — an estimated $276K sold.

NorthRock Partners first reported a position in LULU in Q4 2021 and held it in 11 quarters. The position peaked at $1.25M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • NorthRock Partners reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,553 lululemon athletica shares in Q4 2025, an estimated $276K.
  • NorthRock Partners first reported a position in lululemon athletica in Q4 2021 and held it in 11 quarters.
  • NorthRock Partners's lululemon athletica position peaked at $1.25M in Q4 2024.
  • 1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.