Avaii Wealth Management’s lululemon athletica LULU Stock Holding History

Avaii 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 Q3	$324K	Buy	+3,433	New	+$390K	0.09%	131

Other funds holding LULU

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avaii Wealth Management's LULU Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in lululemon athletica (LULU) in Q3 2026: 3,433 shares worth $324K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings.

35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Avaii Wealth Management held 3,433 shares of lululemon athletica worth $324K as of Q3 2026.
lululemon athletica was a new Avaii Wealth Management position in Q3 2026.
lululemon athletica made up 0.09% of Avaii Wealth Management's portfolio in Q3 2026, its #131 holding.
35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.