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Terra Alpha Investments’s lululemon athletica LULU Stock Holding History

Terra Alpha Investments’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
Q3 		– Sell
-10,635
Closed -$2.53M – 33
2025
Q2 		$2.53M Sell
10,635
-100
-0.9% -$27.5K 2.63% 17
2025
Q1 		$3.04M Sell
10,735
-1,646
-13% -$604K 3.3% 14
2024
Q4 		$4.73M Buy
+12,381
New +$4.04M 4.79% 9

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Terra Alpha Investments's LULU Position: Q3 2025 in Review

Terra Alpha Investments sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 10,635 shares — an estimated $2.53M sold.

Terra Alpha Investments first reported a position in LULU in Q4 2024 and held it in 3 quarters. The position peaked at $4.73M in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Terra Alpha Investments reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Terra Alpha Investments sold 10,635 lululemon athletica shares in Q3 2025, an estimated $2.53M.
  • Terra Alpha Investments first reported a position in lululemon athletica in Q4 2024 and held it in 3 quarters.
  • Terra Alpha Investments's lululemon athletica position peaked at $4.73M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Terra Alpha Investments's 13F filing for Q3 2025, filed 4 Nov 2025.