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Aventura Private Wealth’s lululemon athletica LULU Stock Holding History

Aventura Private Wealth’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 		– Sell
-188
Closed -$28.8K – 1006
2026
Q1 		$28.8K Hold
188
– – 0.01% 397
2025
Q4 		$39.1K Hold
188
– – 0.01% 328
2025
Q3 		$33.5K Sell
188
-83
-31% -$16.6K 0.01% 339
2025
Q2 		$64.4K Buy
271
+116
+75% +$32K 0.03% 258
2025
Q1 		$43.9K Buy
155
+42
+37% +$15.4K 0.02% 280
2024
Q4 		$43.2K Buy
+113
New +$36.9K 0.02% 272

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

Aventura Private Wealth's LULU Position: Q2 2026 in Review

Aventura Private Wealth sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 188 shares — an estimated $28.8K sold.

Aventura Private Wealth first reported a position in LULU in Q4 2024 and held it in 6 quarters. The position peaked at $64.4K in Q2 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Aventura Private Wealth reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 188 lululemon athletica shares in Q2 2026, an estimated $28.8K.
  • Aventura Private Wealth first reported a position in lululemon athletica in Q4 2024 and held it in 6 quarters.
  • Aventura Private Wealth's lululemon athletica position peaked at $64.4K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.