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Beacon Pointe Advisors’s lululemon athletica LULU Stock Holding History

Beacon Pointe Advisors’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 		$7.32M Buy
64,135
+18,957
+42% +$2.53M 0.03% 421
2026
Q1 		$6.92M Buy
45,178
+35,290
+357% +$6.33M 0.04% 395
2025
Q4 		$2.05M Sell
9,888
-35,511
-78% -$6.43M 0.01% 597
2025
Q3 		$8.08M Buy
45,399
+43,850
+2,831% +$8.79M 0.07% 265
2025
Q2 		$368K Sell
1,549
-1,513
-49% -$417K ﹤0.01% 981
2025
Q1 		$867K Sell
3,062
-46
-1% -$16.9K 0.01% 674
2024
Q4 		$1.19M Sell
3,108
-303
-9% -$98.9K 0.01% 594
2024
Q3 		$926K Buy
3,411
+2,290
+204% +$608K 0.01% 650
2024
Q2 		$335K Sell
1,121
-147
-12% -$49.1K ﹤0.01% 1016
2024
Q1 		$495K Buy
1,268
+69
+6% +$31.9K 0.01% 916
2023
Q4 		$613K Buy
1,199
+45
+4% +$19.4K 0.01% 826
2023
Q3 		$445K Sell
1,154
-67
-5% -$25.6K 0.01% 923
2023
Q2 		$462K Sell
1,221
-32
-3% -$11.8K 0.01% 739
2023
Q1 		$456K Sell
1,253
-144
-10% -$45.1K 0.01% 789
2022
Q4 		$448K Sell
1,397
-15
-1% -$4.93K 0.01% 731
2022
Q3 		$397K Buy
1,412
+197
+16% +$61.1K 0.01% 714
2022
Q2 		$332K Sell
1,215
-7
-0.6% -$2.24K 0.01% 789
2022
Q1 		$446K Buy
1,222
+48
+4% +$15.6K 0.01% 832
2021
Q4 		$460K Sell
1,174
-213
-15% -$91K 0.01% 593
2021
Q3 		$561K Buy
1,387
+389
+39% +$156K 0.01% 517
2021
Q2 		$364K Buy
+998
New +$329K 0.01% 590

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

Beacon Pointe Advisors's LULU Position: Q2 2026 in Review

Beacon Pointe Advisors increased its lululemon athletica (LULU) stake by 42% in Q2 2026, buying an estimated $2.53M and bringing the position to 64,135 shares worth $7.32M. The position accounts for 0.03% of the portfolio, ranked #421.

Beacon Pointe Advisors first reported a position in LULU in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.08M in Q3 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Beacon Pointe Advisors held 64,135 shares of lululemon athletica worth $7.32M as of Q2 2026.
  • Beacon Pointe Advisors bought 18,957 lululemon athletica shares in Q2 2026, an estimated $2.53M.
  • lululemon athletica made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #421 holding.
  • Beacon Pointe Advisors first reported a position in lululemon athletica in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's lululemon athletica position peaked at $8.08M in Q3 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.