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Optimize Financial’s lululemon athletica LULU Stock Holding History

Optimize Financial’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
-2,029
Closed -$482K – 389
2025
Q2 		$482K Sell
2,029
-14
-0.7% -$3.86K 0.3% 90
2025
Q1 		$578K Buy
2,043
+45
+2% +$16.5K 0.42% 82
2024
Q4 		$764K Buy
+1,998
New +$652K 0.57% 45

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

Optimize Financial's LULU Position: Q3 2025 in Review

Optimize Financial sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,029 shares — an estimated $482K sold.

Optimize Financial first reported a position in LULU in Q4 2024 and held it in 3 quarters. The position peaked at $764K in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Optimize Financial reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 2,029 lululemon athletica shares in Q3 2025, an estimated $482K.
  • Optimize Financial first reported a position in lululemon athletica in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's lululemon athletica position peaked at $764K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.