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Quotient Wealth Partners’s lululemon athletica LULU Stock Holding History

Quotient Wealth 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
Q2 		– Sell
-727
Closed -$206K – 349
2025
Q1 		$206K Buy
727
+65
+10% +$23.8K 0.01% 319
2024
Q4 		$253K Buy
+662
New +$216K 0.01% 277
2024
Q2 		– Sell
-668
Closed -$261K – 317
2024
Q1 		$261K Sell
668
-174
-21% -$80.4K 0.01% 255
2023
Q4 		$431K Buy
+842
New +$364K 0.02% 186

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Quotient Wealth Partners's LULU Position: Q2 2025 in Review

Quotient Wealth Partners sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 727 shares — an estimated $206K sold.

Quotient Wealth Partners first reported a position in LULU in Q4 2023 and held it in 4 quarters. The position peaked at $431K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Quotient Wealth Partners reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 727 lululemon athletica shares in Q2 2025, an estimated $206K.
  • Quotient Wealth Partners first reported a position in lululemon athletica in Q4 2023 and held it in 4 quarters.
  • Quotient Wealth Partners's lululemon athletica position peaked at $431K in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Quotient Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.