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Strategic Advisors’s lululemon athletica LULU Stock Holding History

Strategic Advisors’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
Q2 		– Sell
-4,336
Closed -$1.23M – 189
2025
Q1 		$1.23M Sell
4,336
-275
-6% -$101K 0.24% 84
2024
Q4 		$1.76M Sell
4,611
-120
-3% -$39.2K 0.32% 63
2024
Q3 		$1.28M Buy
4,731
+169
+4% +$44.8K 0.24% 88
2024
Q2 		$1.36M Buy
4,562
+18
+0.4% +$6.02K 0.26% 79
2024
Q1 		$1.78M Buy
4,544
+1,083
+31% +$501K 0.35% 67
2023
Q4 		$1.77M Sell
3,461
-124
-3% -$53.6K 0.33% 64
2023
Q3 		$1.38M Buy
3,585
+522
+17% +$199K 0.27% 77
2023
Q2 		$1.16M Sell
3,063
-40
-1% -$14.8K 0.22% 87
2023
Q1 		$1.13M Sell
3,103
-366
-11% -$115K 0.23% 86
2022
Q4 		$1.11M Sell
3,469
-158
-4% -$52K 0.25% 84
2022
Q3 		$1.01M Sell
3,627
-1,250
-26% -$388K 0.22% 87
2022
Q2 		$1.33M Buy
4,877
+280
+6% +$89.7K 0.28% 79
2022
Q1 		$1.68M Buy
4,597
+891
+24% +$290K 0.29% 71
2021
Q4 		$1.45M Buy
3,706
+725
+24% +$310K 0.21% 93
2021
Q3 		$1.21M Buy
2,981
+256
+9% +$103K 0.26% 94
2021
Q2 		$994K Buy
+2,725
New +$897K 0.26% 81

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Strategic Advisors's LULU Position: Q2 2025 in Review

Strategic Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 4,336 shares — an estimated $1.23M sold.

Strategic Advisors first reported a position in LULU in Q2 2021 and held it in 16 quarters. The position peaked at $1.78M in Q1 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Strategic Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Strategic Advisors sold 4,336 lululemon athletica shares in Q2 2025, an estimated $1.23M.
  • Strategic Advisors first reported a position in lululemon athletica in Q2 2021 and held it in 16 quarters.
  • Strategic Advisors's lululemon athletica position peaked at $1.78M in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Strategic Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.