Barnes Dennig Private Wealth Management’s lululemon athletica LULU Stock Holding History

Barnes Dennig Private 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	$419K	Sell	3,668 -219	-6%	-$29.3K	0.34%	53
2026 Q1	$595K	Sell	3,887 -341	-8%	-$61.1K	0.59%	40
2025 Q4	$879K	Sell	4,228 -489	-10%	-$88.6K	0.88%	31
2025 Q3	$839K	Buy	+4,717	New	+$945K	0.9%	30
2025 Q2	–	Sell	-18	Closed	-$5.09K	–	310
2025 Q1	$5.09K	Buy	+18	New	+$6.6K	0.01%	170

Other funds holding LULU

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Barnes Dennig Private Wealth Management's LULU Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management reduced its lululemon athletica (LULU) stake by 5.6% in Q2 2026, selling an estimated $29.3K and leaving 3,668 shares worth $419K. The position accounts for 0.34% of the portfolio, ranked #53.

Barnes Dennig Private Wealth Management first reported a position in LULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $879K in Q4 2025. 192 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Barnes Dennig Private Wealth Management held 3,668 shares of lululemon athletica worth $419K as of Q2 2026.
Barnes Dennig Private Wealth Management sold 219 lululemon athletica shares in Q2 2026, an estimated $29.3K.
lululemon athletica made up 0.34% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #53 holding.
Barnes Dennig Private Wealth Management first reported a position in lululemon athletica in Q1 2025 and has held it in 5 quarters since.
Barnes Dennig Private Wealth Management's lululemon athletica position peaked at $879K in Q4 2025.
192 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

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