RF
LULU icon

Roxbury Financial’s lululemon athletica LULU Stock Holding History

Roxbury Financial’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
-100
Closed -$36.6K – 369
2025
Q1 		$36.6K Hold
100
– – 0.04% 192
2024
Q4 		$32.1K Buy
+100
New +$32.6K 0.03% 203

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

Roxbury Financial's LULU Position: Q2 2025 in Review

Roxbury Financial sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 100 shares — an estimated $36.6K sold.

Roxbury Financial first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $36.6K in Q1 2025. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Roxbury Financial reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Roxbury Financial sold 100 lululemon athletica shares in Q2 2025, an estimated $36.6K.
  • Roxbury Financial first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Roxbury Financial's lululemon athletica position peaked at $36.6K in Q1 2025.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Roxbury Financial's 13F filing for Q2 2025, filed 7 Jul 2025.