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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 $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