River Wealth Advisors’s lululemon athletica LULU Stock Holding History

River Wealth Advisors’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	-24,649	Closed	-$5.86M	–	206
2025 Q2	$5.86M	Buy	+24,649	New	+$6.79M	0.73%	38
2024 Q2	–	Sell	-561	Closed	-$219K	–	203
2024 Q1	$219K	Sell	561 -17	-3%	-$7.86K	0.03%	194
2023 Q4	$296K	Sell	578 -10	-2%	-$4.32K	0.05%	173
2023 Q3	$227K	Hold	588	–	–	0.04%	193
2023 Q2	$223K	Sell	588 -13	-2%	-$4.8K	0.04%	201
2023 Q1	$219K	Buy	+601	New	+$188K	0.04%	197
2022 Q2	–	Sell	-601	Closed	-$219K	–	222
2022 Q1	$219K	Hold	601	–	–	0.04%	216
2021 Q4	$235K	Hold	601	–	–	0.04%	211
2021 Q3	$243K	Sell	601 -4	-0.7%	-$1.6K	0.04%	197
2021 Q2	$221K	Buy	+605	New	+$199K	0.04%	203

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

River Wealth Advisors's LULU Position: Q3 2025 in Review

River Wealth Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 24,649 shares — an estimated $5.86M sold.

River Wealth Advisors first reported a position in LULU in Q2 2021 and held it in 10 quarters. The position peaked at $5.86M in Q2 2025. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

River Wealth Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
River Wealth Advisors sold 24,649 lululemon athletica shares in Q3 2025, an estimated $5.86M.
River Wealth Advisors first reported a position in lululemon athletica in Q2 2021 and held it in 10 quarters.
River Wealth Advisors's lululemon athletica position peaked at $5.86M in Q2 2025.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on River Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.