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
2020 Q4	–	Sell	-200	Closed	-$66K	–	348
2020 Q3	$66K	Buy	+200	New	+$66.7K	0.01%	281

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

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. 1,007 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.
1,007 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.