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TFG Advisers’s lululemon athletica LULU Stock Holding History

TFG Advisers’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
-791
Closed -$224K – 210
2025
Q1 		$224K Sell
791
-144
-15% -$52.8K 0.08% 197
2024
Q4 		$358K Sell
935
-246
-21% -$80.3K 0.13% 155
2024
Q3 		$320K Sell
1,181
-305
-21% -$80.9K 0.12% 161
2024
Q2 		$444K Sell
1,486
-72
-5% -$24.1K 0.17% 134
2024
Q1 		$609K Buy
1,558
+24
+2% +$11.1K 0.24% 111
2023
Q4 		$784K Buy
1,534
+3
+0.2% +$1.3K 0.33% 84
2023
Q3 		$590K Buy
1,531
+25
+2% +$9.55K 0.28% 99
2023
Q2 		$570K Buy
1,506
+54
+4% +$19.9K 0.26% 105
2023
Q1 		$529K Sell
1,452
-34
-2% -$10.7K 0.26% 103
2022
Q4 		$476K Buy
1,486
+12
+0.8% +$3.95K 0.24% 108
2022
Q3 		$412K Buy
1,474
+76
+5% +$23.6K 0.23% 108
2022
Q2 		$381K Buy
1,398
+23
+2% +$7.37K 0.2% 117
2022
Q1 		$502K Buy
1,375
+51
+4% +$16.6K 0.23% 111
2021
Q4 		$518K Buy
1,324
+102
+8% +$43.6K 0.23% 112
2021
Q3 		$495K Buy
1,222
+44
+4% +$17.6K 0.24% 110
2021
Q2 		$430K Buy
1,178
+78
+7% +$25.7K 0.21% 118
2021
Q1 		$337K Buy
1,100
+97
+10% +$31.8K 0.17% 133
2020
Q4 		$349K Buy
1,003
+115
+13% +$39.9K 0.18% 131
2020
Q3 		$292K Buy
888
+99
+13% +$33K 0.17% 135
2020
Q2 		$246K Buy
+789
New +$202K 0.16% 138
2020
Q1 		– Sell
-292
Closed -$67K – 318
2019
Q4 		$67K Buy
+292
New +$62.2K 0.04% 252

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

TFG Advisers's LULU Position: Q2 2025 in Review

TFG Advisers sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 791 shares — an estimated $224K sold.

TFG Advisers first reported a position in LULU in Q4 2019 and held it in 21 quarters. The position peaked at $784K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • TFG Advisers reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • TFG Advisers sold 791 lululemon athletica shares in Q2 2025, an estimated $224K.
  • TFG Advisers first reported a position in lululemon athletica in Q4 2019 and held it in 21 quarters.
  • TFG Advisers's lululemon athletica position peaked at $784K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.