AssetMark Inc
LULU icon

AssetMark Inc’s lululemon athletica LULU Stock Holding History

AssetMark Inc’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 		$465K Buy
4,070
+1,148
+39% +$153K ﹤0.01% 1248
2026
Q1 		$447K Buy
2,922
+197
+7% +$35.3K ﹤0.01% 1182
2025
Q4 		$566K Buy
2,725
+283
+12% +$51.3K ﹤0.01% 1116
2025
Q3 		$435K Buy
2,442
+44
+2% +$8.82K ﹤0.01% 1127
2025
Q2 		$570K Buy
2,398
+190
+9% +$52.3K ﹤0.01% 1022
2025
Q1 		$625K Buy
2,208
+557
+34% +$204K ﹤0.01% 942
2024
Q4 		$631K Buy
1,651
+33
+2% +$10.8K ﹤0.01% 924
2024
Q3 		$439K Sell
1,618
-29
-2% -$7.7K ﹤0.01% 906
2024
Q2 		$492K Buy
1,647
+354
+27% +$118K ﹤0.01% 876
2024
Q1 		$505K Buy
1,293
+349
+37% +$161K ﹤0.01% 828
2023
Q4 		$483K Buy
944
+322
+52% +$139K ﹤0.01% 794
2023
Q3 		$240K Buy
622
+100
+19% +$38.2K ﹤0.01% 846
2023
Q2 		$198K Buy
522
+213
+69% +$78.6K ﹤0.01% 843
2023
Q1 		$113K Buy
309
+15
+5% +$4.7K ﹤0.01% 900
2022
Q4 		$94.2K Sell
294
-59
-17% -$19.4K ﹤0.01% 926
2022
Q3 		$99K Buy
353
+42
+14% +$13K ﹤0.01% 847
2022
Q2 		$85K Sell
311
-55
-15% -$17.6K ﹤0.01% 842
2022
Q1 		$134K Buy
366
+98
+37% +$31.9K ﹤0.01% 762
2021
Q4 		$105K Buy
268
+255
+1,962% +$109K ﹤0.01% 779
2021
Q3 		$5K Sell
13
-1
-7% -$401 ﹤0.01% 1136
2021
Q2 		$5K Hold
14
– – ﹤0.01% 1075
2021
Q1 		$4K Sell
14
-90
-87% -$29.5K ﹤0.01% 1052
2020
Q4 		$36K Buy
104
+32
+44% +$11.1K ﹤0.01% 761
2020
Q3 		$24K Sell
72
-501
-87% -$167K ﹤0.01% 800
2020
Q2 		$179K Buy
573
+495
+635% +$127K ﹤0.01% 507
2020
Q1 		$15K Sell
78
-21
-21% -$4.7K ﹤0.01% 926
2019
Q4 		$23K Buy
99
+69
+230% +$14.7K ﹤0.01% 900
2019
Q3 		$6K Buy
30
+16
+114% +$2.99K ﹤0.01% 1025
2019
Q2 		$3K Sell
14
-1
-7% -$174 ﹤0.01% 1118
2019
Q1 		$2K Sell
15
-15
-50% -$2.19K ﹤0.01% 1174
2018
Q4 		$4K Sell
30
-5
-14% -$670 ﹤0.01% 1120
2018
Q3 		$6K Hold
35
– – ﹤0.01% 1138
2018
Q2 		$4K Sell
35
-11
-24% -$1.17K ﹤0.01% 1199
2018
Q1 		$4K Sell
46
-21
-31% -$1.68K ﹤0.01% 1184
2017
Q4 		$5K Hold
67
– – ﹤0.01% 1247
2017
Q3 		$4K Hold
67
– – ﹤0.01% 1178
2017
Q2 		$4K Buy
67
+26
+63% +$1.35K ﹤0.01% 1137
2017
Q1 		$2K Hold
41
– – ﹤0.01% 1146
2016
Q4 		$3K Hold
41
– – ﹤0.01% 1099
2016
Q3 		$3K Sell
41
-7
-15% -$517 ﹤0.01% 1095
2016
Q2 		$4K Sell
48
-28
-37% -$1.86K ﹤0.01% 1040
2016
Q1 		$5K Sell
76
-496
-87% -$29.8K ﹤0.01% 969
2015
Q4 		$30K Buy
+572
New +$28.8K ﹤0.01% 725

Other funds holding LULU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

AssetMark Inc's LULU Position: Q2 2026 in Review

AssetMark Inc increased its lululemon athletica (LULU) stake by 39% in Q2 2026, buying an estimated $153K and bringing the position to 4,070 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

AssetMark Inc first reported a position in LULU in Q4 2015 and has held it in 43 quarters since. The position peaked at $631K in Q4 2024. 303 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • AssetMark Inc held 4,070 shares of lululemon athletica worth $465K as of Q2 2026.
  • AssetMark Inc bought 1,148 lululemon athletica shares in Q2 2026, an estimated $153K.
  • lululemon athletica made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1248 holding.
  • AssetMark Inc first reported a position in lululemon athletica in Q4 2015 and has held it in 43 quarters since.
  • AssetMark Inc's lululemon athletica position peaked at $631K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.