Cerity Partners
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Cerity Partners’s lululemon athletica LULU Stock Holding History

Cerity Partners’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 		$10.2M Buy
66,327
+50,168
+310% +$8.99M 0.01% 684
2025
Q4 		$3.36M Buy
16,159
+1,508
+10% +$273K ﹤0.01% 1114
2025
Q3 		$2.61M Sell
14,651
-35,555
-71% -$7.12M ﹤0.01% 1164
2025
Q2 		$11.9M Buy
50,206
+18,656
+59% +$5.14M 0.02% 478
2025
Q1 		$8.93M Buy
31,550
+8,414
+36% +$3.09M 0.02% 527
2024
Q4 		$8.22M Sell
23,136
-683
-3% -$223K 0.02% 552
2024
Q3 		$6.46M Sell
23,819
-22,241
-48% -$5.9M 0.01% 616
2024
Q2 		$13.8M Buy
46,060
+27,764
+152% +$9.28M 0.04% 346
2024
Q1 		$7.15M Buy
18,296
+6,933
+61% +$3.2M 0.02% 550
2023
Q4 		$5.81M Buy
11,363
+9,312
+454% +$4.02M 0.02% 501
2023
Q3 		$791K Sell
2,051
-7,606
-79% -$2.91M ﹤0.01% 818
2023
Q2 		$3.65M Sell
9,657
-401
-4% -$148K 0.01% 575
2023
Q1 		$5.26M Sell
10,058
-74
-0.7% -$23.2K 0.01% 485
2022
Q4 		$3.25M Buy
10,132
+1,144
+13% +$376K 0.02% 443
2022
Q3 		$2.51M Buy
8,988
+7,117
+380% +$2.21M 0.03% 337
2022
Q2 		$508K Buy
1,871
+1,006
+116% +$322K 0.01% 740
2022
Q1 		$314K Sell
865
-745
-46% -$242K ﹤0.01% 713
2021
Q4 		$629K Buy
1,610
+734
+84% +$314K 0.01% 531
2021
Q3 		$355K Buy
876
+37
+4% +$14.8K 0.01% 534
2021
Q2 		$306K Buy
839
+160
+24% +$52.7K 0.01% 571
2021
Q1 		$208K Sell
679
-7
-1% -$2.3K ﹤0.01% 653
2020
Q4 		$239K Buy
+686
New +$238K 0.01% 565
2019
Q3 		– Sell
-2,854
Closed -$514K – 492
2019
Q2 		$514K Buy
+2,854
New +$496K 0.03% 314

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

Cerity Partners's LULU Position: Q1 2026 in Review

Cerity Partners increased its lululemon athletica (LULU) stake by 310% in Q1 2026, buying an estimated $8.99M and bringing the position to 66,327 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #684.

Cerity Partners first reported a position in LULU in Q2 2019 and has held it in 23 quarters since. The position peaked at $13.8M in Q2 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Cerity Partners held 66,327 shares of lululemon athletica worth $10.2M as of Q1 2026.
  • Cerity Partners bought 50,168 lululemon athletica shares in Q1 2026, an estimated $8.99M.
  • lululemon athletica made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #684 holding.
  • Cerity Partners first reported a position in lululemon athletica in Q2 2019 and has held it in 23 quarters since.
  • Cerity Partners's lululemon athletica position peaked at $13.8M in Q2 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.