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TCFG Wealth Management’s lululemon athletica LULU Stock Holding History

TCFG Wealth Management’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
-759
Closed -$215K – 269
2025
Q1 		$215K Buy
759
+126
+20% +$46.2K 0.11% 215
2024
Q4 		$242K Buy
+633
New +$207K 0.12% 189

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

TCFG Wealth Management's LULU Position: Q2 2025 in Review

TCFG Wealth Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 759 shares — an estimated $215K sold.

TCFG Wealth Management first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • TCFG Wealth Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 759 lululemon athletica shares in Q2 2025, an estimated $215K.
  • TCFG Wealth Management first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • TCFG Wealth Management's lululemon athletica position peaked at $242K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on TCFG Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.