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Cadent Capital Advisors’s lululemon athletica LULU Stock Holding History

Cadent Capital 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
2023
Q4 		– Hold
0
– -$3.86M – 132
2023
Q3 		– Hold
0
– – – 21
2023
Q2 		– Hold
0
– – – 21
2023
Q1 		– Hold
0
– – – 54
2022
Q4 		– Hold
0
– – – 27

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cadent Capital Advisors's LULU Position: Q1 2026 in Review

Cadent Capital Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,175 shares — an estimated $244K sold.

Cadent Capital Advisors first reported a position in LULU in Q1 2022 and held it in 6 quarters. The position peaked at $1.42M in Q1 2022. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Cadent Capital Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Cadent Capital Advisors sold 1,175 lululemon athletica shares in Q1 2026, an estimated $244K.
  • Cadent Capital Advisors first reported a position in lululemon athletica in Q1 2022 and held it in 6 quarters.
  • Cadent Capital Advisors's lululemon athletica position peaked at $1.42M in Q1 2022.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Cadent Capital Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.