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Waldron Private Wealth’s lululemon athletica LULU Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-945
Closed -$361K – 366
2024
Q4 		$361K Sell
945
-89
-9% -$29.1K 0.01% 302
2024
Q3 		$281K Sell
1,034
-37
-3% -$9.82K 0.01% 336
2024
Q2 		$320K Sell
1,071
-119
-10% -$39.8K 0.01% 301
2024
Q1 		$465K Buy
1,190
+283
+31% +$131K 0.02% 249
2023
Q4 		$464K Buy
907
+81
+10% +$35K 0.02% 240
2023
Q3 		$319K Buy
826
+24
+3% +$9.17K 0.02% 277
2023
Q2 		$304K Sell
802
-62
-7% -$22.9K 0.02% 288
2023
Q1 		$315K Sell
864
-2,161
-71% -$677K 0.02% 319
2022
Q4 		$845K Hold
3,025
– – 0.05% 171
2022
Q3 		$845K Buy
3,025
+157
+5% +$48.7K 0.05% 171
2022
Q2 		$781K Buy
2,868
+4
+0.1% +$1.28K 0.04% 190
2022
Q1 		$1.05M Buy
2,864
+44
+2% +$14.3K 0.05% 177
2021
Q4 		$1.1M Buy
2,820
+2,125
+306% +$908K 0.05% 167
2021
Q3 		$281K Buy
695
+5
+0.7% +$2K 0.02% 290
2021
Q2 		$251K Buy
690
+15
+2% +$4.94K 0.02% 296
2021
Q1 		$207K Sell
675
-85
-11% -$27.9K 0.01% 296
2020
Q4 		$264K Buy
760
+85
+13% +$29.5K 0.02% 243
2020
Q3 		$222K Buy
675
+21
+3% +$7.01K 0.02% 243
2020
Q2 		$204K Buy
+654
New +$167K 0.02% 240

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Waldron Private Wealth's LULU Position: Q1 2025 in Review

Waldron Private Wealth sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 945 shares — an estimated $361K sold.

Waldron Private Wealth first reported a position in LULU in Q2 2020 and held it in 19 quarters. The position peaked at $1.1M in Q4 2021. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Waldron Private Wealth reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 945 lululemon athletica shares in Q1 2025, an estimated $361K.
  • Waldron Private Wealth first reported a position in lululemon athletica in Q2 2020 and held it in 19 quarters.
  • Waldron Private Wealth's lululemon athletica position peaked at $1.1M in Q4 2021.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.