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Arista Wealth Management’s lululemon athletica LULU Stock Holding History

Arista Wealth Management’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 		$686K Hold
6,009
– – 0.07% 139
2026
Q1 		$920K Buy
+6,009
New +$1.08M 0.11% 109
2025
Q4 		– Sell
-1,813
Closed -$323K – 291
2025
Q3 		$323K Buy
+1,813
New +$363K 0.04% 194

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

Arista Wealth Management's LULU Position: Q2 2026 in Review

Arista Wealth Management held its lululemon athletica (LULU) position steady in Q2 2026 at 6,009 shares worth $686K. The position accounts for 0.07% of the portfolio, ranked #139.

Arista Wealth Management first reported a position in LULU in Q3 2025 and has held it in 3 quarters since. The position peaked at $920K in Q1 2026. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Arista Wealth Management held 6,009 shares of lululemon athletica worth $686K as of Q2 2026.
  • Arista Wealth Management left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up 0.07% of Arista Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Arista Wealth Management first reported a position in lululemon athletica in Q3 2025 and has held it in 3 quarters since.
  • Arista Wealth Management's lululemon athletica position peaked at $920K in Q1 2026.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

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