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Shepherd Financial Partners’s lululemon athletica LULU Stock Holding History

Shepherd Financial 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
-3,409
Closed -$810K – 248
2025
Q2 		$810K Sell
3,409
-297
-8% -$81.8K 0.09% 118
2025
Q1 		$1.05M Buy
3,706
+171
+5% +$62.7K 0.12% 107
2024
Q4 		$1.35M Buy
3,535
+24
+0.7% +$7.84K 0.16% 81
2024
Q3 		$953K Buy
+3,511
New +$932K 0.11% 102
2024
Q2 		– Sell
-1,650
Closed -$645K – 218
2024
Q1 		$645K Buy
+1,650
New +$763K 0.08% 131

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

Shepherd Financial Partners's LULU Position: Q3 2025 in Review

Shepherd Financial Partners sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 3,409 shares — an estimated $810K sold.

Shepherd Financial Partners first reported a position in LULU in Q1 2024 and held it in 5 quarters. The position peaked at $1.35M in Q4 2024. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Shepherd Financial Partners reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,409 lululemon athletica shares in Q3 2025, an estimated $810K.
  • Shepherd Financial Partners first reported a position in lululemon athletica in Q1 2024 and held it in 5 quarters.
  • Shepherd Financial Partners's lululemon athletica position peaked at $1.35M in Q4 2024.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Shepherd Financial Partners's 13F filing for Q3 2025, filed 7 Nov 2025.