Rothwell Investment Advisors, LLC’s lululemon athletica LULU Stock Holding History

Rothwell Investment Advisors, LLC’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	$1.92K	Buy	+20	New	+$2.27K	﹤0.01%	1040

Other funds holding LULU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LULU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in lululemon athletica (LULU) in Q3 2026: 20 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings.

378 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Rothwell Investment Advisors, LLC held 20 shares of lululemon athletica worth $1.92K as of Q3 2026.
lululemon athletica was a new Rothwell Investment Advisors, LLC position in Q3 2026.
lululemon athletica made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1040 holding.
378 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.