AssetMark Inc’s Lulu's Fashion Lounge LVLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.33K Hold
161
﹤0.01% 3089
2026
Q1
$2.05K Hold
161
﹤0.01% 2847
2025
Q4
$840 Hold
161
﹤0.01% 2983
2025
Q3
$757 Sell
161
-156
-49% -$664 ﹤0.01% 2848
2025
Q2
$1.43K Sell
317
-32
-9% -$201 ﹤0.01% 2527
2025
Q1
$2.09K Sell
349
-46
-12% -$518 ﹤0.01% 2167
2024
Q4
$6.7K Sell
395
-8
-2% -$163 ﹤0.01% 1866
2024
Q3
$9.67K Buy
403
+29
+8% +$650 ﹤0.01% 1629
2024
Q2
$10.4K Sell
374
-83
-18% -$2K ﹤0.01% 1489
2024
Q1
$9.6K Sell
457
-19
-4% -$544 ﹤0.01% 1386
2023
Q4
$13.3K Buy
476
+135
+40% +$4.37K ﹤0.01% 1339
2023
Q3
$10.3K Buy
341
+126
+59% +$4.34K ﹤0.01% 1332
2023
Q2
$8.17K Buy
215
+31
+17% +$1.13K ﹤0.01% 1306
2023
Q1
$6.58K Buy
184
+17
+10% +$719 ﹤0.01% 1296
2022
Q4
$6.3K Buy
167
+43
+35% +$2.9K ﹤0.01% 1333
2022
Q3
$9K Buy
124
+27
+28% +$2.95K ﹤0.01% 1236
2022
Q2
$16K Buy
97
+55
+131% +$9.71K ﹤0.01% 1160
2022
Q1
$4K Buy
+42
New +$5.48K ﹤0.01% 1317

Other funds holding LVLU

AssetMark Inc's LVLU Position: Q2 2026 in Review

AssetMark Inc held its Lulu's Fashion Lounge (LVLU) position steady in Q2 2026 at 161 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

AssetMark Inc first reported a position in LVLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $16K in Q2 2022. 2 funds tracked by Wall St. Rank hold LVLU as of Q2 2026.

  • AssetMark Inc held 161 shares of Lulu's Fashion Lounge worth $1.33K as of Q2 2026.
  • AssetMark Inc left its Lulu's Fashion Lounge share count unchanged in Q2 2026.
  • Lulu's Fashion Lounge made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3089 holding.
  • AssetMark Inc first reported a position in Lulu's Fashion Lounge in Q1 2022 and has held it in 18 quarters since.
  • AssetMark Inc's Lulu's Fashion Lounge position peaked at $16K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q2 2026.

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