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Cassaday & Co Wealth Management’s lululemon athletica LULU Stock Holding History

Cassaday & Co 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
Q1 		$37.8K Buy
+247
New +$44.3K ﹤0.01% 667

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

Cassaday & Co Wealth Management's LULU Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in lululemon athletica (LULU) in Q1 2026: 247 shares worth $37.8K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings.

948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Cassaday & Co Wealth Management held 247 shares of lululemon athletica worth $37.8K as of Q1 2026.
  • lululemon athletica was a new Cassaday & Co Wealth Management position in Q1 2026.
  • lululemon athletica made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #667 holding.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.