Opal Wealth Advisors’s lululemon athletica LULU Stock Holding History

Opal Wealth Advisors’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	-102	Closed	-$24.2K	–	392
2025 Q2	$24.2K	Sell	102 -105	-51%	-$28.9K	0.01%	532
2025 Q1	$58.6K	Buy	+207	New	+$75.9K	0.02%	343
2024 Q3	–	Sell	-289	Closed	-$86.3K	–	762
2024 Q2	$86.3K	Buy	+289	New	+$96.6K	0.03%	293
2022 Q2	–	Sell	-634	Closed	-$232K	–	117
2022 Q1	$232K	Sell	634 -10	-2%	-$3.25K	0.2%	85
2021 Q4	$252K	Buy	644 +37	+6%	+$15.8K	0.16%	95
2021 Q3	$246K	Sell	607 -10	-2%	-$4K	0.24%	62
2021 Q2	$225K	Buy	+617	New	+$203K	0.21%	70
2021 Q1	–	Sell	-678	Closed	-$236K	–	87
2020 Q4	$236K	Buy	+678	New	+$235K	0.3%	60

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Opal Wealth Advisors's LULU Position: Q3 2025 in Review

Opal Wealth Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 102 shares — an estimated $24.2K sold.

Opal Wealth Advisors first reported a position in LULU in Q4 2020 and held it in 8 quarters. The position peaked at $252K in Q4 2021. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Opal Wealth Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 102 lululemon athletica shares in Q3 2025, an estimated $24.2K.
Opal Wealth Advisors first reported a position in lululemon athletica in Q4 2020 and held it in 8 quarters.
Opal Wealth Advisors's lululemon athletica position peaked at $252K in Q4 2021.
926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.