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Avior Wealth Management’s lululemon athletica LULU Stock Holding History

Avior 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 		– Sell
-1,506
Closed -$231K – 853
2026
Q1 		$231K Buy
+1,506
New +$270K 0.01% 758
2025
Q4 		– Sell
-1,708
Closed -$304K – 765
2025
Q3 		$304K Buy
+1,708
New +$342K 0.01% 591
2025
Q2 		– Sell
-24
Closed -$6.79K – 743
2025
Q1 		$6.79K Sell
24
-805
-97% -$295K ﹤0.01% 731
2024
Q4 		$317K Sell
829
-191
-19% -$62.4K 0.01% 579
2024
Q3 		$277K Sell
1,020
-15
-1% -$3.98K 0.01% 613
2024
Q2 		$309K Buy
1,035
+883
+581% +$295K 0.01% 562
2024
Q1 		$59.4K Buy
152
+139
+1,069% +$64.3K ﹤0.01% 1173
2023
Q4 		$6.65K Hold
13
– – ﹤0.01% 1073
2023
Q3 		$5.01K Hold
13
– – ﹤0.01% 1191
2023
Q2 		$4.92K Sell
13
-2
-13% -$738 ﹤0.01% 1174
2023
Q1 		$5.46K Buy
15
+12
+400% +$3.76K ﹤0.01% 1172
2022
Q4 		$961 Hold
3
– – ﹤0.01% 1127
2022
Q3 		$0 Sell
3
-4
-57% -$1.24K ﹤0.01% 1235
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1005
2022
Q1 		$2K Buy
7
+4
+133% +$1.3K ﹤0.01% 987
2021
Q4 		$1K Sell
3
-4
-57% -$1.71K ﹤0.01% 1034
2021
Q3 		$2K Buy
7
+5
+250% +$2K ﹤0.01% 943
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1095
2021
Q1 		$0 Buy
+2
New +$657 ﹤0.01% 1091

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

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

Avior Wealth Management sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,506 shares — an estimated $231K sold.

Avior Wealth Management first reported a position in LULU in Q1 2021 and held it in 19 quarters. The position peaked at $317K in Q4 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Avior Wealth Management reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 1,506 lululemon athletica shares in Q2 2026, an estimated $231K.
  • Avior Wealth Management first reported a position in lululemon athletica in Q1 2021 and held it in 19 quarters.
  • Avior Wealth Management's lululemon athletica position peaked at $317K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.