Wealth Advisory Solutions’s lululemon athletica LULU Stock Holding History

Wealth Advisory Solutions’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	-9,232	Closed	-$1.64M	–	146
2025 Q3	$1.64M	Sell	9,232 -10,513	-53%	-$2.11M	0.4%	54
2025 Q2	$4.69M	Buy	19,745 +6,617	+50%	+$1.82M	1.19%	21
2025 Q1	$3.72M	Sell	13,128 -6,834	-34%	-$2.51M	0.98%	28
2024 Q4	$7.63M	Sell	19,962 -24	-0.1%	-$7.84K	2.14%	11
2024 Q3	$5.42M	Buy	+19,986	New	+$5.3M	1.49%	20

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

Wealth Advisory Solutions's LULU Position: Q4 2025 in Review

Wealth Advisory Solutions sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 9,232 shares — an estimated $1.64M sold.

Wealth Advisory Solutions first reported a position in LULU in Q3 2024 and held it in 5 quarters. The position peaked at $7.63M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Wealth Advisory Solutions reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Wealth Advisory Solutions sold 9,232 lululemon athletica shares in Q4 2025, an estimated $1.64M.
Wealth Advisory Solutions first reported a position in lululemon athletica in Q3 2024 and held it in 5 quarters.
Wealth Advisory Solutions's lululemon athletica position peaked at $7.63M in Q4 2024.
1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Wealth Advisory Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.