Sonoma Allocations’s lululemon athletica LULU Stock Holding History

Sonoma Allocations’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 Q4	–	Sell	-1,262	Closed	-$214K	–	148
2025 Q3	$214K	Buy	+1,262	New	+$253K	0.08%	133

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sonoma Allocations's LULU Position: Q4 2025 in Review

Sonoma Allocations sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,262 shares — an estimated $214K sold.

Sonoma Allocations first reported a position in LULU in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Sonoma Allocations reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Sonoma Allocations sold 1,262 lululemon athletica shares in Q4 2025, an estimated $214K.
Sonoma Allocations first reported a position in lululemon athletica in Q3 2025 and held it in 1 quarter.
Sonoma Allocations's lululemon athletica position peaked at $214K in Q3 2025.
1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.