Trifecta Capital Advisors’s lululemon athletica LULU Stock Holding History

Trifecta Capital Advisors’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	-3	Closed	-$534	–	364
2025 Q3	$534	Hold	3	–	–	﹤0.01%	432
2025 Q2	$713	Buy	+3	New	+$826	﹤0.01%	461
2024 Q2	–	Sell	-3,798	Closed	-$1.48M	–	426
2024 Q1	$1.48M	Sell	3,798 -3,264	-46%	-$1.51M	0.36%	52
2023 Q4	$3.61M	Buy	7,062 +57	+0.8%	+$24.6K	1%	29
2023 Q3	$2.7M	Buy	7,005 +10	+0.1%	+$3.82K	0.87%	34
2023 Q2	$2.65M	Sell	6,995 -15	-0.2%	-$5.53K	0.85%	35
2023 Q1	$2.55M	Buy	7,010 +41	+0.6%	+$12.9K	0.9%	33
2022 Q4	$2.23M	Buy	+6,969	New	+$2.29M	0.89%	36

Other funds holding LULU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's LULU Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 3 shares — an estimated $534 sold.

Trifecta Capital Advisors first reported a position in LULU in Q4 2022 and held it in 8 quarters. The position peaked at $3.61M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Trifecta Capital Advisors reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 3 lululemon athletica shares in Q4 2025, an estimated $534.
Trifecta Capital Advisors first reported a position in lululemon athletica in Q4 2022 and held it in 8 quarters.
Trifecta Capital Advisors's lululemon athletica position peaked at $3.61M in Q4 2023.
1,007 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.