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United Asset Strategies’s lululemon athletica LULU Stock Holding History

United Asset 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
Q3 		– Sell
-2,722
Closed -$647K – 251
2025
Q2 		$647K Buy
2,722
+95
+4% +$26.2K 0.06% 174
2025
Q1 		$744K Sell
2,627
-3,112
-54% -$1.14M 0.07% 167
2024
Q4 		$2.19M Buy
5,739
+117
+2% +$38.2K 0.2% 96
2024
Q3 		$1.53M Buy
5,622
+3,394
+152% +$901K 0.14% 123
2024
Q2 		$666K Buy
+2,228
New +$745K 0.07% 167

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

United Asset Strategies's LULU Position: Q3 2025 in Review

United Asset Strategies sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,722 shares — an estimated $647K sold.

United Asset Strategies first reported a position in LULU in Q2 2024 and held it in 5 quarters. The position peaked at $2.19M in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • United Asset Strategies reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • United Asset Strategies sold 2,722 lululemon athletica shares in Q3 2025, an estimated $647K.
  • United Asset Strategies first reported a position in lululemon athletica in Q2 2024 and held it in 5 quarters.
  • United Asset Strategies's lululemon athletica position peaked at $2.19M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on United Asset Strategies's 13F filing for Q3 2025, filed 23 Oct 2025.