4Wealth Advisors
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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
Q3 		$443K Hold
4,574
– – 0.31% 77
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

4Wealth Advisors's LULU Position: Q3 2026 in Review

4Wealth Advisors held its lululemon athletica (LULU) position steady in Q3 2026 at 4,574 shares worth $443K. The position accounts for 0.31% of the portfolio, ranked #77.

4Wealth Advisors first reported a position in LULU in Q2 2025 and has held it in 6 quarters since. The position peaked at $882K in Q4 2025. 378 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • 4Wealth Advisors held 4,574 shares of lululemon athletica worth $443K as of Q3 2026.
  • 4Wealth Advisors left its lululemon athletica share count unchanged in Q3 2026.
  • lululemon athletica made up 0.31% of 4Wealth Advisors's portfolio in Q3 2026, its #77 holding.
  • 4Wealth Advisors first reported a position in lululemon athletica in Q2 2025 and has held it in 6 quarters since.
  • 4Wealth Advisors's lululemon athletica position peaked at $882K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.