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Wealth Alliance’s lululemon athletica LULU Stock Holding History

Wealth Alliance’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
-1,170
Closed -$278K – 582
2025
Q2 		$278K Sell
1,170
-5
-0.4% -$1.38K 0.03% 433
2025
Q1 		$333K Buy
1,175
+13
+1% +$4.77K 0.04% 372
2024
Q4 		$444K Sell
1,162
-1
-0.1% -$326 0.05% 284
2024
Q3 		$316K Buy
1,163
+177
+18% +$47K 0.04% 386
2024
Q2 		$294K Sell
986
-415
-30% -$139K 0.04% 388
2024
Q1 		$547K Sell
1,401
-23
-2% -$10.6K 0.07% 254
2023
Q4 		$728K Sell
1,424
-18
-1% -$7.78K 0.1% 193
2023
Q3 		$556K Sell
1,442
-168
-10% -$64.2K 0.09% 222
2023
Q2 		$609K Sell
1,610
-121
-7% -$44.6K 0.09% 222
2023
Q1 		$630K Buy
1,731
+246
+17% +$77.1K 0.1% 208
2022
Q4 		$476K Buy
1,485
+125
+9% +$41.1K 0.08% 243
2022
Q3 		$380K Buy
1,360
+180
+15% +$55.8K 0.08% 269
2022
Q2 		$322K Buy
+1,180
New +$378K 0.06% 304

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

Wealth Alliance's LULU Position: Q3 2025 in Review

Wealth Alliance sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,170 shares — an estimated $278K sold.

Wealth Alliance first reported a position in LULU in Q2 2022 and held it in 13 quarters. The position peaked at $728K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Wealth Alliance reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,170 lululemon athletica shares in Q3 2025, an estimated $278K.
  • Wealth Alliance first reported a position in lululemon athletica in Q2 2022 and held it in 13 quarters.
  • Wealth Alliance's lululemon athletica position peaked at $728K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.