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WealthTrak Capital Management’s lululemon athletica LULU Stock Holding History

WealthTrak Capital Management’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
-2
Closed -$476 – 552
2025
Q2 		$476 Sell
2
-13
-87% -$3.58K ﹤0.01% 663
2025
Q1 		$4.25K Buy
15
+9
+150% +$3.3K ﹤0.01% 259
2024
Q4 		$2.29K Buy
+6
New +$1.96K ﹤0.01% 295

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

WealthTrak Capital Management's LULU Position: Q3 2025 in Review

WealthTrak Capital Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2 shares — an estimated $476 sold.

WealthTrak Capital Management first reported a position in LULU in Q4 2024 and held it in 3 quarters. The position peaked at $4.25K in Q1 2025. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • WealthTrak Capital Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2 lululemon athletica shares in Q3 2025, an estimated $476.
  • WealthTrak Capital Management first reported a position in lululemon athletica in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's lululemon athletica position peaked at $4.25K in Q1 2025.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.