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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
Q2 		$1.49K Sell
13
-234
-95% -$31.3K ﹤0.01% 1048
2026
Q1 		$37.8K Buy
+247
New +$44.3K ﹤0.01% 667

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

Cassaday & Co Wealth Management's LULU Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its lululemon athletica (LULU) stake by 95% in Q2 2026, selling an estimated $31.3K and leaving 13 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Cassaday & Co Wealth Management first reported a position in LULU in Q1 2026 and has held it in 2 quarters since. The position peaked at $37.8K in Q1 2026. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Cassaday & Co Wealth Management held 13 shares of lululemon athletica worth $1.49K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 234 lululemon athletica shares in Q2 2026, an estimated $31.3K.
  • lululemon athletica made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1048 holding.
  • Cassaday & Co Wealth Management first reported a position in lululemon athletica in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's lululemon athletica position peaked at $37.8K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.