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Richardson Financial Services’s lululemon athletica LULU Stock Holding History

Richardson Financial Services’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
-52
Closed -$14.7K – 630
2025
Q1 		$14.7K Sell
52
-26
-33% -$9.54K 0.01% 345
2024
Q4 		$30K Buy
78
+15
+24% +$4.9K 0.02% 302
2024
Q3 		$18.8K Hold
63
– – 0.01% 348
2024
Q2 		$18.8K Buy
63
+61
+3,050% +$20.4K 0.01% 329
2024
Q1 		$781 Sell
2
-58
-97% -$26.8K ﹤0.01% 575
2023
Q4 		$30.7K Buy
+60
New +$25.9K 0.03% 247

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

Richardson Financial Services's LULU Position: Q2 2025 in Review

Richardson Financial Services sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 52 shares — an estimated $14.7K sold.

Richardson Financial Services first reported a position in LULU in Q4 2023 and held it in 6 quarters. The position peaked at $30.7K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Richardson Financial Services reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Richardson Financial Services sold 52 lululemon athletica shares in Q2 2025, an estimated $14.7K.
  • Richardson Financial Services first reported a position in lululemon athletica in Q4 2023 and held it in 6 quarters.
  • Richardson Financial Services's lululemon athletica position peaked at $30.7K in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.