Vision Financial Markets’s lululemon athletica LULU Stock Holding History

Vision Financial Markets’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	-3,000	Closed	-$534K	–	426
2025 Q3	$534K	Buy	+3,000	New	+$601K	0.46%	38

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

Vision Financial Markets's LULU Position: Q4 2025 in Review

Vision Financial Markets sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 3,000 shares — an estimated $534K sold.

Vision Financial Markets first reported a position in LULU in Q3 2025 and held it in 1 quarter. The position peaked at $534K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Vision Financial Markets reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Vision Financial Markets sold 3,000 lululemon athletica shares in Q4 2025, an estimated $534K.
Vision Financial Markets first reported a position in lululemon athletica in Q3 2025 and held it in 1 quarter.
Vision Financial Markets's lululemon athletica position peaked at $534K in Q3 2025.
1,008 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Vision Financial Markets's 13F filing for Q4 2025, filed 22 Jan 2026.