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Ridgecrest Wealth Partners’s lululemon athletica LULU Stock Holding History

Ridgecrest 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
Q4 		– Sell
-1,200
Closed -$214K – 111
2025
Q3 		$214K Buy
+1,200
New +$240K 0.1% 111

Other funds holding LULU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ridgecrest Wealth Partners's LULU Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,200 shares — an estimated $214K sold.

Ridgecrest Wealth Partners first reported a position in LULU in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Ridgecrest Wealth Partners reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 1,200 lululemon athletica shares in Q4 2025, an estimated $214K.
  • Ridgecrest Wealth Partners first reported a position in lululemon athletica in Q3 2025 and held it in 1 quarter.
  • Ridgecrest Wealth Partners's lululemon athletica position peaked at $214K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.