UWS
LULU icon

Unique Wealth Strategies’s lululemon athletica LULU Stock Holding History

Unique Wealth Strategies’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
-1,681
Closed -$476K – 224
2025
Q1 		$476K Sell
1,681
-21
-1% -$7.7K 0.22% 144
2024
Q4 		$651K Buy
+1,702
New +$556K 0.28% 80
2024
Q3 		– Sell
-892
Closed -$349K – 468
2024
Q2 		$349K Hold
892
– – 0.16% 165
2024
Q1 		$349K Buy
+892
New +$412K 0.17% 165

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

Unique Wealth Strategies's LULU Position: Q2 2025 in Review

Unique Wealth Strategies sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,681 shares — an estimated $476K sold.

Unique Wealth Strategies first reported a position in LULU in Q1 2024 and held it in 4 quarters. The position peaked at $651K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Unique Wealth Strategies reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,681 lululemon athletica shares in Q2 2025, an estimated $476K.
  • Unique Wealth Strategies first reported a position in lululemon athletica in Q1 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's lululemon athletica position peaked at $651K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.