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Talon Private Wealth’s lululemon athletica LULU Stock Holding History

Talon Private 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
Q2 		$475 Buy
+2
New +$551 ﹤0.01% 300
2025
Q1 		– Sell
-18
Closed -$6.88K – 247
2024
Q4 		$6.88K Hold
18
– – ﹤0.01% 236
2024
Q3 		$4.88K Buy
+18
New +$4.78K ﹤0.01% 235

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

Talon Private Wealth's LULU Position: Q2 2025 in Review

Talon Private Wealth opened a new position in lululemon athletica (LULU) in Q2 2025: 2 shares worth $475. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in LULU as recently as Q4 2024.

Talon Private Wealth first reported a position in LULU in Q3 2024 and has held it in 3 quarters since. The position peaked at $6.88K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Talon Private Wealth held 2 shares of lululemon athletica worth $475 as of Q2 2025.
  • lululemon athletica was a new Talon Private Wealth position in Q2 2025.
  • lululemon athletica made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #300 holding.
  • Talon Private Wealth first reported a position in lululemon athletica in Q3 2024 and has held it in 3 quarters since.
  • Talon Private Wealth's lululemon athletica position peaked at $6.88K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.