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Allied Private Wealth’s lululemon athletica LULU Stock Holding History

Allied Private Wealth’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 		$34.1K Buy
+300
New +$40.1K 0.02% 296

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allied Private Wealth's LULU Position: Q2 2026 in Review

Allied Private Wealth opened a new position in lululemon athletica (LULU) in Q2 2026: 300 shares worth $34.1K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings.

846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Allied Private Wealth held 300 shares of lululemon athletica worth $34.1K as of Q2 2026.
  • lululemon athletica was a new Allied Private Wealth position in Q2 2026.
  • lululemon athletica made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #296 holding.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.