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SteelPeak Wealth’s lululemon athletica LULU Stock Holding History

SteelPeak Wealth’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
-1,187
Closed -$211K – 598
2025
Q3 		$211K Buy
+1,187
New +$238K 0.01% 533
2024
Q4 		– Sell
-6,144
Closed -$1.67M – 602
2024
Q3 		$1.67M Buy
6,144
+3,900
+174% +$1.03M 0.07% 186
2024
Q2 		$670K Buy
2,244
+300
+15% +$100K 0.03% 272
2024
Q1 		$759K Buy
1,944
+294
+18% +$136K 0.04% 249
2023
Q4 		$844K Sell
1,650
-100
-6% -$43.2K 0.05% 222
2023
Q3 		$675K Sell
1,750
-7
-0.4% -$2.67K 0.04% 216
2023
Q2 		$665K Sell
1,757
-100
-5% -$36.9K 0.04% 216
2023
Q1 		$676K Sell
1,857
-200
-10% -$62.7K 0.05% 200
2022
Q4 		$659K Buy
2,057
+400
+24% +$132K 0.05% 211
2022
Q3 		$463K Hold
1,657
– – 0.03% 256
2022
Q2 		$452K Hold
1,657
– – 0.03% 264
2022
Q1 		$605K Buy
1,657
+402
+32% +$131K 0.03% 253
2021
Q4 		$491K Buy
1,255
+205
+20% +$87.6K 0.03% 261
2021
Q3 		$425K Buy
1,050
+50
+5% +$20K 0.03% 270
2021
Q2 		$365K Hold
1,000
– – 0.03% 305
2021
Q1 		$307K Sell
1,000
-3,879
-80% -$1.27M 0.02% 300
2020
Q4 		$1.7M Buy
4,879
+398
+9% +$138K 0.15% 111
2020
Q3 		$1.48M Buy
4,481
+3,161
+239% +$1.05M 0.16% 106
2020
Q2 		$412K Buy
1,320
+170
+15% +$43.5K 0.05% 177
2020
Q1 		$218K Sell
1,150
-1,001
-47% -$224K 0.03% 201
2019
Q4 		$498K Buy
+2,151
New +$458K 0.07% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SteelPeak Wealth's LULU Position: Q4 2025 in Review

SteelPeak Wealth sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,187 shares — an estimated $211K sold.

SteelPeak Wealth first reported a position in LULU in Q4 2019 and held it in 21 quarters. The position peaked at $1.7M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • SteelPeak Wealth reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 1,187 lululemon athletica shares in Q4 2025, an estimated $211K.
  • SteelPeak Wealth first reported a position in lululemon athletica in Q4 2019 and held it in 21 quarters.
  • SteelPeak Wealth's lululemon athletica position peaked at $1.7M in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.