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Robertson Stephens Wealth Management’s lululemon athletica LULU Stock Holding History

Robertson Stephens 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
-653
Closed -$250K – 574
2024
Q4 		$250K Buy
+653
New +$213K 0.01% 504
2024
Q3 		– Sell
-1,147
Closed -$343K – 631
2024
Q2 		$343K Sell
1,147
-60
-5% -$20.1K 0.02% 393
2024
Q1 		$472K Buy
1,207
+523
+76% +$242K 0.03% 350
2023
Q4 		$350K Sell
684
-900
-57% -$389K 0.02% 357
2023
Q3 		$611K Sell
1,584
-40
-2% -$15.3K 0.04% 275
2023
Q2 		$615K Sell
1,624
-60
-4% -$22.1K 0.04% 255
2023
Q1 		$613K Buy
1,684
+183
+12% +$57.4K 0.05% 267
2022
Q4 		$481K Buy
1,501
+15
+1% +$4.93K 0.05% 265
2022
Q3 		$415K Hold
1,486
– – 0.04% 239
2022
Q2 		$405K Sell
1,486
-513
-26% -$164K 0.04% 262
2022
Q1 		$730K Buy
1,999
+512
+34% +$167K 0.06% 217
2021
Q4 		$582K Buy
1,487
+613
+70% +$262K 0.05% 245
2021
Q3 		$353K Buy
874
+89
+11% +$35.6K 0.04% 239
2021
Q2 		$286K Buy
785
+8
+1% +$2.63K 0.03% 271
2021
Q1 		$238K Buy
+777
New +$255K 0.04% 263

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

Robertson Stephens Wealth Management's LULU Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 653 shares — an estimated $250K sold.

Robertson Stephens Wealth Management first reported a position in LULU in Q1 2021 and held it in 15 quarters. The position peaked at $730K in Q1 2022. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 653 lululemon athletica shares in Q1 2025, an estimated $250K.
  • Robertson Stephens Wealth Management first reported a position in lululemon athletica in Q1 2021 and held it in 15 quarters.
  • Robertson Stephens Wealth Management's lululemon athletica position peaked at $730K in Q1 2022.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.