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Westwood Holdings Group’s lululemon athletica LULU Stock Holding History

Westwood Holdings 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
Q2 		– Sell
-44,066
Closed -$12.5M – 504
2025
Q1 		$12.5M Sell
44,066
-2,572
-6% -$944K 0.09% 196
2024
Q4 		$17.8M Buy
46,638
+9,226
+25% +$3.01M 0.14% 183
2024
Q3 		$10.2M Sell
37,412
-8,887
-19% -$2.36M 0.04% 260
2024
Q2 		$13.8M Buy
+46,299
New +$15.5M 0.06% 224
2024
Q1 		– Sell
-2,258
Closed -$1.15M – 485
2023
Q4 		$1.15M Sell
2,258
-920
-29% -$397K 0.01% 348
2023
Q3 		$1.23M Buy
3,178
+183
+6% +$69.9K 0.01% 330
2023
Q2 		$1.13M Sell
2,995
-70
-2% -$25.8K 0.01% 338
2023
Q1 		$1.12M Sell
3,065
-962
-24% -$302K 0.01% 345
2022
Q4 		$1.29M Sell
4,027
-1,713
-30% -$563K 0.01% 334
2022
Q3 		$1.6M Buy
5,740
+33
+0.6% +$10.2K 0.02% 284
2022
Q2 		$1.55M Sell
5,707
-696
-11% -$223K 0.02% 305
2022
Q1 		$2.34M Buy
+6,403
New +$2.08M 0.02% 293

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Westwood Holdings Group's LULU Position: Q2 2025 in Review

Westwood Holdings Group sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 44,066 shares — an estimated $12.5M sold.

Westwood Holdings Group first reported a position in LULU in Q1 2022 and held it in 12 quarters. The position peaked at $17.8M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Westwood Holdings Group reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 44,066 lululemon athletica shares in Q2 2025, an estimated $12.5M.
  • Westwood Holdings Group first reported a position in lululemon athletica in Q1 2022 and held it in 12 quarters.
  • Westwood Holdings Group's lululemon athletica position peaked at $17.8M in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Westwood Holdings Group's 13F filing for Q2 2025, filed 8 Aug 2025.