Tortoise Investment Management’s lululemon athletica LULU Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-26	Closed	-$4.63K	–	914
2025 Q3	$4.63K	Sell	26 -2	-7%	-$401	﹤0.01%	710
2025 Q2	$6.65K	Buy	28 +4	+17%	+$1.1K	﹤0.01%	630
2025 Q1	$6.79K	Hold	24	–	–	﹤0.01%	609
2024 Q4	$9.18K	Hold	24	–	–	﹤0.01%	642
2024 Q3	$6.51K	Hold	24	–	–	﹤0.01%	670
2024 Q2	$7.17K	Hold	24	–	–	﹤0.01%	667
2024 Q1	$9.38K	Hold	24	–	–	﹤0.01%	637
2023 Q4	$12.3K	Hold	24	–	–	﹤0.01%	546
2023 Q3	$9.26K	Hold	24	–	–	﹤0.01%	569
2023 Q2	$9.08K	Hold	24	–	–	﹤0.01%	572
2023 Q1	$8.74K	Hold	24	–	–	﹤0.01%	565
2022 Q4	$7.69K	Hold	24	–	–	﹤0.01%	571
2022 Q3	$7K	Hold	24	–	–	﹤0.01%	574
2022 Q2	$7K	Hold	24	–	–	﹤0.01%	559
2022 Q1	$9K	Hold	24	–	–	﹤0.01%	512
2021 Q4	$9K	Hold	24	–	–	﹤0.01%	491
2021 Q3	$10K	Hold	24	–	–	﹤0.01%	469
2021 Q2	$9K	Hold	24	–	–	﹤0.01%	478
2021 Q1	$7K	Hold	24	–	–	﹤0.01%	477
2020 Q4	$8K	Hold	24	–	–	﹤0.01%	441
2020 Q3	$8K	Hold	24	–	–	﹤0.01%	406
2020 Q2	$7K	Hold	24	–	–	﹤0.01%	402
2020 Q1	$5K	Sell	24 -175	-88%	-$39.2K	﹤0.01%	437
2019 Q4	$46K	Hold	199	–	–	0.01%	250
2019 Q3	$38K	Buy	199 +175	+729%	+$32.7K	0.01%	261
2019 Q2	$4K	Hold	24	–	–	﹤0.01%	515
2019 Q1	$4K	Buy	+24	New	+$3.5K	﹤0.01%	505

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Investment Management's LULU Position: Q4 2025 in Review

Tortoise Investment Management sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 26 shares — an estimated $4.63K sold.

Tortoise Investment Management first reported a position in LULU in Q1 2019 and held it in 27 quarters. The position peaked at $46K in Q4 2019. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Tortoise Investment Management reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 26 lululemon athletica shares in Q4 2025, an estimated $4.63K.
Tortoise Investment Management first reported a position in lululemon athletica in Q1 2019 and held it in 27 quarters.
Tortoise Investment Management's lululemon athletica position peaked at $46K in Q4 2019.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.