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Wealth Dimensions Group’s lululemon athletica LULU Stock Holding History

Wealth Dimensions Group’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
-911
Closed -$217K – 182
2025
Q2 		$217K Hold
911
– – 0.05% 158
2025
Q1 		$258K Buy
911
+2
+0.2% +$734 0.06% 137
2024
Q4 		$348K Hold
909
– – 0.09% 109
2024
Q3 		$247K Sell
909
-2
-0.2% -$531 0.06% 130
2024
Q2 		$272K Hold
911
– – 0.08% 118
2024
Q1 		$356K Buy
911
+65
+8% +$30K 0.11% 101
2023
Q4 		$433K Hold
846
– – 0.14% 87
2023
Q3 		$326K Buy
846
+275
+48% +$105K 0.12% 100
2023
Q2 		$216K Buy
+571
New +$211K 0.08% 127

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 Dimensions Group's LULU Position: Q3 2025 in Review

Wealth Dimensions Group sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 911 shares — an estimated $217K sold.

Wealth Dimensions Group first reported a position in LULU in Q2 2023 and held it in 9 quarters. The position peaked at $433K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Wealth Dimensions Group reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Wealth Dimensions Group sold 911 lululemon athletica shares in Q3 2025, an estimated $217K.
  • Wealth Dimensions Group first reported a position in lululemon athletica in Q2 2023 and held it in 9 quarters.
  • Wealth Dimensions Group's lululemon athletica position peaked at $433K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Wealth Dimensions Group's 13F filing for Q3 2025, filed 30 Oct 2025.