U.S. Capital Wealth Advisors’s lululemon athletica LULU Stock Holding History

U.S. Capital Wealth 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 Q2	–	Sell	-1,492	Closed	-$422K	–	919
2025 Q1	$422K	Sell	1,492 -246	-14%	-$90.2K	0.01%	623
2024 Q4	$665K	Buy	1,738 +283	+19%	+$92.4K	0.02%	504
2024 Q3	$395K	Buy	1,455 +676	+87%	+$179K	0.01%	532
2024 Q2	$233K	Buy	779 +122	+19%	+$40.8K	0.01%	622
2024 Q1	$257K	Buy	+657	New	+$304K	0.01%	598
2023 Q2	–	Sell	-1,242	Closed	-$452K	–	678
2023 Q1	$452K	Sell	1,242 -91	-7%	-$28.5K	0.02%	447
2022 Q4	$427K	Buy	1,333 +173	+15%	+$56.9K	0.02%	484
2022 Q3	$324K	Sell	1,160 -150	-11%	-$46.5K	0.02%	510
2022 Q2	$357K	Sell	1,310 -688	-34%	-$220K	0.02%	530
2022 Q1	$730K	Buy	1,998 +8	+0.4%	+$2.6K	0.03%	442
2021 Q4	$779K	Buy	1,990 +290	+17%	+$124K	0.03%	439
2021 Q3	$688K	Buy	+1,700	New	+$681K	0.03%	455

Other funds holding LULU

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

U.S. Capital Wealth Advisors's LULU Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,492 shares — an estimated $422K sold.

U.S. Capital Wealth Advisors first reported a position in LULU in Q3 2021 and held it in 12 quarters. The position peaked at $779K in Q4 2021. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,492 lululemon athletica shares in Q2 2025, an estimated $422K.
U.S. Capital Wealth Advisors first reported a position in lululemon athletica in Q3 2021 and held it in 12 quarters.
U.S. Capital Wealth Advisors's lululemon athletica position peaked at $779K in Q4 2021.
1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.