4Wealth Advisors’s lululemon athletica LULU Stock Holding History

4Wealth Advisors’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
2026 Q2	$523K	Buy	4,574 +122	+3%	+$16.3K	0.4%	74
2026 Q1	$649K	Buy	4,452 +208	+5%	+$37.3K	0.55%	60
2025 Q4	$882K	Buy	4,244 +95	+2%	+$17.2K	0.75%	35
2025 Q3	$738K	Buy	4,149 +2,566	+162%	+$514K	0.66%	47
2025 Q2	$376K	Buy	+1,583	New	+$436K	0.38%	88

Other funds holding LULU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

4Wealth Advisors's LULU Position: Q2 2026 in Review

4Wealth Advisors increased its lululemon athletica (LULU) stake by 2.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 4,574 shares worth $523K. The position accounts for 0.4% of the portfolio, ranked #74.

4Wealth Advisors first reported a position in LULU in Q2 2025 and has held it in 5 quarters since. The position peaked at $882K in Q4 2025. 303 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

4Wealth Advisors held 4,574 shares of lululemon athletica worth $523K as of Q2 2026.
4Wealth Advisors bought 122 lululemon athletica shares in Q2 2026, an estimated $16.3K.
lululemon athletica made up 0.4% of 4Wealth Advisors's portfolio in Q2 2026, its #74 holding.
4Wealth Advisors first reported a position in lululemon athletica in Q2 2025 and has held it in 5 quarters since.
4Wealth Advisors's lululemon athletica position peaked at $882K in Q4 2025.
303 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.