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Strategic Advocates’s lululemon athletica LULU Stock Holding History

Strategic Advocates’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
-4
Closed -$712 – 646
2025
Q3 		$712 Buy
+4
New +$802 ﹤0.01% 508
2024
Q2 		– Sell
-4,392
Closed -$1.72M – 131
2024
Q1 		$1.72M Buy
+4,392
New +$2.03M 0.66% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Advocates's LULU Position: Q4 2025 in Review

Strategic Advocates sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 4 shares — an estimated $712 sold.

Strategic Advocates first reported a position in LULU in Q1 2024 and held it in 2 quarters. The position peaked at $1.72M in Q1 2024. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Strategic Advocates reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Strategic Advocates sold 4 lululemon athletica shares in Q4 2025, an estimated $712.
  • Strategic Advocates first reported a position in lululemon athletica in Q1 2024 and held it in 2 quarters.
  • Strategic Advocates's lululemon athletica position peaked at $1.72M in Q1 2024.
  • 1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Strategic Advocates's 13F filing for Q4 2025, filed 11 Feb 2026.