ORG Partners’s lululemon athletica LULU Stock Holding History

ORG 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	$17.2K	Buy	83 +69	+493%	+$12.5K	﹤0.01%	851
2025 Q3	$2.49K	Sell	14 -4	-22%	-$802	﹤0.01%	1277
2025 Q2	$4.9K	Buy	18 +6	+50%	+$1.65K	﹤0.01%	1058
2025 Q1	$3.35K	Sell	12 -243	-95%	-$89.1K	﹤0.01%	1002
2024 Q4	$97.5K	Hold	255	–	–	0.01%	431
2024 Q3	$69.2K	Sell	255 -259	-50%	-$68.7K	0.01%	454
2024 Q2	$155K	Buy	+514	New	+$172K	0.02%	480
2024 Q1	–	Sell	-514	Closed	-$263K	–	853
2023 Q4	$263K	Buy	514 +502	+4,183%	+$217K	0.04%	263
2023 Q3	$4.63K	Hold	12	–	–	﹤0.01%	965
2023 Q2	$4.55K	Buy	+12	New	+$4.43K	﹤0.01%	1085

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Norges Bank Oslo, Norway $935B AUM

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

ORG Partners's LULU Position: Q4 2025 in Review

ORG Partners increased its lululemon athletica (LULU) stake by 493% in Q4 2025, buying an estimated $12.5K and bringing the position to 83 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

ORG Partners first reported a position in LULU in Q2 2023 and has held it in 10 quarters since. The position peaked at $263K in Q4 2023. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

ORG Partners held 83 shares of lululemon athletica worth $17.2K as of Q4 2025.
ORG Partners bought 69 lululemon athletica shares in Q4 2025, an estimated $12.5K.
lululemon athletica made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #851 holding.
ORG Partners first reported a position in lululemon athletica in Q2 2023 and has held it in 10 quarters since.
ORG Partners's lululemon athletica position peaked at $263K in Q4 2023.
1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.