Ameritas Advisory Services’s lululemon athletica LULU Stock Holding History

Ameritas Advisory Services’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 Q1	$2.75M	Sell	17,976 -222	-1%	-$39.8K	0.11%	183
2025 Q4	$3.78M	Buy	18,198 +17,336	+2,011%	+$3.14M	0.14%	139
2025 Q3	$153K	Sell	862 -3,094	-78%	-$620K	0.01%	696
2025 Q2	$940K	Sell	3,956 -3,901	-50%	-$1.07M	0.05%	364
2025 Q1	$2.31M	Sell	7,857 -97	-1%	-$35.6K	0.09%	206
2024 Q4	$3.04M	Buy	+7,954	New	+$2.6M	0.11%	181
2024 Q1	–	Sell	-486	Closed	-$234K	–	899
2023 Q4	$234K	Buy	+486	New	+$210K	0.01%	628
2023 Q2	–	Sell	-552	Closed	-$206K	–	1705
2023 Q1	$206K	Buy	+552	New	+$173K	0.01%	764

Other funds holding LULU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Advisory Services's LULU Position: Q1 2026 in Review

Ameritas Advisory Services reduced its lululemon athletica (LULU) stake by 1.2% in Q1 2026, selling an estimated $39.8K and leaving 17,976 shares worth $2.75M. The position accounts for 0.11% of the portfolio, ranked #183.

Ameritas Advisory Services first reported a position in LULU in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.78M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Ameritas Advisory Services held 17,976 shares of lululemon athletica worth $2.75M as of Q1 2026.
Ameritas Advisory Services sold 222 lululemon athletica shares in Q1 2026, an estimated $39.8K.
lululemon athletica made up 0.11% of Ameritas Advisory Services's portfolio in Q1 2026, its #183 holding.
Ameritas Advisory Services first reported a position in lululemon athletica in Q1 2023 and has held it in 8 quarters since.
Ameritas Advisory Services's lululemon athletica position peaked at $3.78M in Q4 2025.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.