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Birchwood Financial Partners’s Lulu's Fashion Lounge LVLU Stock Holding History

Birchwood Financial Partners’s Portfolio LVLU Stock Details LVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,844
Closed -$25.3K – 364
2025
Q4 		$25.3K Buy
+4,844
New +$24.8K 0.03% 224

Other funds holding LVLU

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IVMX
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CWR
Chico Wealth RIA Chico, California $192M AUM 33.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Birchwood Financial Partners's LVLU Position: Q1 2026 in Review

Birchwood Financial Partners sold out of Lulu's Fashion Lounge (LVLU) in Q1 2026, closing a stake of 4,844 shares — an estimated $25.3K sold.

Birchwood Financial Partners first reported a position in LVLU in Q4 2025 and held it in 1 quarter. The position peaked at $25.3K in Q4 2025. 18 funds tracked by Wall St. Rank hold LVLU as of Q1 2026.

  • Birchwood Financial Partners reported no remaining Lulu's Fashion Lounge position as of Q1 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 4,844 Lulu's Fashion Lounge shares in Q1 2026, an estimated $25.3K.
  • Birchwood Financial Partners first reported a position in Lulu's Fashion Lounge in Q4 2025 and held it in 1 quarter.
  • Birchwood Financial Partners's Lulu's Fashion Lounge position peaked at $25.3K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.