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RWA Wealth Partners’s lululemon athletica LULU Stock Holding History

RWA 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
Q3 		– Sell
-18,093
Closed -$4.3M – 622
2025
Q2 		$4.3M Buy
+18,093
New +$4.98M 0.05% 166
2025
Q1 		– Sell
-639
Closed -$244K – 567
2024
Q4 		$244K Buy
+639
New +$209K ﹤0.01% 513
2024
Q2 		– Sell
-548
Closed -$214K – 561
2024
Q1 		$214K Hold
548
– – ﹤0.01% 513
2023
Q4 		$280K Hold
548
– – ﹤0.01% 451
2023
Q3 		$211K Buy
+548
New +$209K ﹤0.01% 360
2018
Q3 		– Sell
-340
Closed -$42K – 506
2018
Q2 		$42K Buy
+340
New +$36.3K ﹤0.01% 438

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

RWA Wealth Partners's LULU Position: Q3 2025 in Review

RWA Wealth Partners sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 18,093 shares — an estimated $4.3M sold.

RWA Wealth Partners first reported a position in LULU in Q2 2018 and held it in 6 quarters. The position peaked at $4.3M in Q2 2025. 927 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • RWA Wealth Partners reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 18,093 lululemon athletica shares in Q3 2025, an estimated $4.3M.
  • RWA Wealth Partners first reported a position in lululemon athletica in Q2 2018 and held it in 6 quarters.
  • RWA Wealth Partners's lululemon athletica position peaked at $4.3M in Q2 2025.
  • 927 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on RWA Wealth Partners's 13F filing for Q3 2025, filed 10 Nov 2025.