RI
LULU icon

Ridgewood Investments’s lululemon athletica LULU Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-100
Closed -$23.8K – 473
2025
Q2 		$23.8K Sell
100
-10
-9% -$2.75K 0.01% 423
2025
Q1 		$31.1K Hold
110
– – 0.01% 377
2024
Q4 		$42.1K Hold
110
– – 0.02% 335
2024
Q3 		$29.8K Hold
110
– – 0.01% 380
2024
Q2 		$32.9K Buy
+110
New +$36.8K 0.02% 379
2023
Q3 		– Sell
-100
Closed -$37.9K – 512
2023
Q2 		$37.9K Hold
100
– – 0.02% 370
2023
Q1 		$36.4K Buy
+100
New +$31.4K 0.02% 389

Other funds holding LULU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ridgewood Investments's LULU Position: Q3 2025 in Review

Ridgewood Investments sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 100 shares — an estimated $23.8K sold.

Ridgewood Investments first reported a position in LULU in Q1 2023 and held it in 7 quarters. The position peaked at $42.1K in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Ridgewood Investments reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 100 lululemon athletica shares in Q3 2025, an estimated $23.8K.
  • Ridgewood Investments first reported a position in lululemon athletica in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's lululemon athletica position peaked at $42.1K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.