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RBA Wealth Management’s lululemon athletica LULU Stock Holding History

RBA Wealth Management’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 		– Sell
-12,212
Closed -$4.67M – 96
2024
Q4 		$4.67M Buy
12,212
+469
+4% +$153K 1.78% 25
2024
Q3 		$3.19M Buy
11,743
+1,948
+20% +$517K 1.23% 41
2024
Q2 		$2.93M Buy
9,795
+480
+5% +$160K 1.17% 43
2024
Q1 		$3.64M Buy
9,315
+358
+4% +$165K 1.47% 36
2023
Q4 		$4.58M Buy
+8,957
New +$3.87M 2% 20
2021
Q2 		– Sell
-52
Closed -$15.9K – 181
2021
Q1 		$15.9K Buy
+52
New +$17.1K 0.01% 127

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

RBA Wealth Management's LULU Position: Q1 2025 in Review

RBA Wealth Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 12,212 shares — an estimated $4.67M sold.

RBA Wealth Management first reported a position in LULU in Q1 2021 and held it in 6 quarters. The position peaked at $4.67M in Q4 2024. 1,136 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • RBA Wealth Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • RBA Wealth Management sold 12,212 lululemon athletica shares in Q1 2025, an estimated $4.67M.
  • RBA Wealth Management first reported a position in lululemon athletica in Q1 2021 and held it in 6 quarters.
  • RBA Wealth Management's lululemon athletica position peaked at $4.67M in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on RBA Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.