Peloton Wealth Strategists’s lululemon athletica LULU Stock Holding History

Peloton Wealth Strategists’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	-8,485	Closed	-$1.51M	–	93
2025 Q3	$1.51M	Sell	8,485 -5,235	-38%	-$1.05M	0.59%	59
2025 Q2	$3.26M	Sell	13,720 -10	-0.1%	-$2.75K	1.31%	29
2025 Q1	$3.89M	Sell	13,730 -345	-2%	-$127K	1.62%	19
2024 Q4	$5.38M	Buy	14,075 +2,130	+18%	+$695K	2.17%	13
2024 Q3	$3.24M	Buy	11,945 +4,856	+69%	+$1.29M	1.29%	31
2024 Q2	$2.12M	Buy	7,089 +960	+16%	+$321K	0.87%	42
2024 Q1	$2.39M	Buy	6,129 +1,334	+28%	+$617K	0.97%	41
2023 Q4	$2.45M	Buy	4,795 +685	+17%	+$296K	1.06%	38
2023 Q3	$1.58M	Buy	4,110 +2,960	+257%	+$1.13M	0.73%	52
2023 Q2	$435K	Buy	+1,150	New	+$424K	0.19%	78

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

Peloton Wealth Strategists's LULU Position: Q4 2025 in Review

Peloton Wealth Strategists sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 8,485 shares — an estimated $1.51M sold.

Peloton Wealth Strategists first reported a position in LULU in Q2 2023 and held it in 10 quarters. The position peaked at $5.38M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Peloton Wealth Strategists reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Peloton Wealth Strategists sold 8,485 lululemon athletica shares in Q4 2025, an estimated $1.51M.
Peloton Wealth Strategists first reported a position in lululemon athletica in Q2 2023 and held it in 10 quarters.
Peloton Wealth Strategists's lululemon athletica position peaked at $5.38M in Q4 2024.
1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Peloton Wealth Strategists's 13F filing for Q4 2025, filed 17 Feb 2026.