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Winthrop Advisory Group’s lululemon athletica LULU Stock Holding History

Winthrop Advisory 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
-1,076
Closed -$256K – 195
2025
Q2 		$256K Sell
1,076
-230
-18% -$63.4K 0.02% 148
2025
Q1 		$370K Sell
1,306
-52
-4% -$19.1K 0.04% 105
2024
Q4 		$519K Sell
1,358
-25
-2% -$8.16K 0.06% 95
2024
Q3 		$375K Hold
1,383
– – 0.05% 101
2024
Q2 		$413K Hold
1,383
– – 0.06% 96
2024
Q1 		$540K Sell
1,383
-37
-3% -$17.1K 0.08% 76
2023
Q4 		$726K Buy
+1,420
New +$614K 0.11% 63
2020
Q4 		– Sell
-778
Closed -$261K – 137
2020
Q3 		$261K Buy
+778
New +$260K 0.08% 100

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

Winthrop Advisory Group's LULU Position: Q3 2025 in Review

Winthrop Advisory Group sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,076 shares — an estimated $256K sold.

Winthrop Advisory Group first reported a position in LULU in Q3 2020 and held it in 8 quarters. The position peaked at $726K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Winthrop Advisory Group reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Winthrop Advisory Group sold 1,076 lululemon athletica shares in Q3 2025, an estimated $256K.
  • Winthrop Advisory Group first reported a position in lululemon athletica in Q3 2020 and held it in 8 quarters.
  • Winthrop Advisory Group's lululemon athletica position peaked at $726K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Winthrop Advisory Group's 13F filing for Q3 2025, filed 24 Oct 2025.