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Zynergy Retirement Planning’s lululemon athletica LULU Stock Holding History

Zynergy Retirement Planning’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
Q4 		– Sell
-3,000
Closed -$534K – 29
2025
Q3 		$534K Buy
+3,000
New +$601K 0.34% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zynergy Retirement Planning's LULU Position: Q4 2025 in Review

Zynergy Retirement Planning sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 3,000 shares — an estimated $534K sold.

Zynergy Retirement Planning first reported a position in LULU in Q3 2025 and held it in 1 quarter. The position peaked at $534K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Zynergy Retirement Planning reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 3,000 lululemon athletica shares in Q4 2025, an estimated $534K.
  • Zynergy Retirement Planning first reported a position in lululemon athletica in Q3 2025 and held it in 1 quarter.
  • Zynergy Retirement Planning's lululemon athletica position peaked at $534K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Zynergy Retirement Planning's 13F filing for Q4 2025, filed 9 Jan 2026.