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Orion Portfolio Solutions’s lululemon athletica LULU Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.79M Buy
9,843
+341
+4% +$125K 0.03% 562
2024
Q4 		$3.63M Sell
9,502
-1,605
-14% -$524K 0.04% 422
2024
Q3 		$3.01M Buy
11,107
+4,318
+64% +$1.15M 0.03% 503
2024
Q2 		$2.03M Buy
6,789
+324
+5% +$108K 0.02% 637
2024
Q1 		$2.53M Buy
6,465
+1,901
+42% +$879K 0.03% 549
2023
Q4 		$2.24M Buy
4,564
+480
+12% +$207K 0.03% 572
2023
Q3 		$1.57M Buy
4,084
+123
+3% +$47K 0.02% 717
2023
Q2 		$1.5M Sell
3,961
-111
-3% -$41K 0.02% 779
2023
Q1 		$1.48M Buy
4,072
+3,263
+403% +$1.02M 0.02% 718
2022
Q4 		$259K Buy
+809
New +$266K 0.01% 703
2022
Q2 		– Sell
-620
Closed -$226K – 721
2022
Q1 		$226K Buy
620
+2
+0.3% +$651 0.01% 650
2021
Q4 		$242K Buy
618
+47
+8% +$20.1K 0.01% 633
2021
Q3 		$231K Buy
571
+18
+3% +$7.21K 0.01% 591
2021
Q2 		$202K Buy
+553
New +$182K 0.01% 591
2020
Q3 		– Sell
-433
Closed -$135K – 1362
2020
Q2 		$135K Sell
433
-48
-10% -$12.3K 0.01% 481
2020
Q1 		$91K Buy
481
+56
+13% +$12.5K 0.01% 462
2019
Q4 		$98K Buy
+425
New +$90.6K 0.01% 424

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Orion Portfolio Solutions's LULU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its lululemon athletica (LULU) stake by 3.6% in Q1 2025, buying an estimated $125K and bringing the position to 9,843 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #562.

Orion Portfolio Solutions first reported a position in LULU in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.63M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Orion Portfolio Solutions held 9,843 shares of lululemon athletica worth $2.79M as of Q1 2025.
  • Orion Portfolio Solutions bought 341 lululemon athletica shares in Q1 2025, an estimated $125K.
  • lululemon athletica made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #562 holding.
  • Orion Portfolio Solutions first reported a position in lululemon athletica in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's lululemon athletica position peaked at $3.63M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.