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Cladis Investment Advisory’s lululemon athletica LULU Stock Holding History

Cladis Investment Advisory’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 		$285K Buy
2,500
+1,000
+67% +$134K 0.13% 137
2026
Q1 		$230K Hold
1,500
– – 0.13% 145
2025
Q4 		$312K Buy
+1,500
New +$272K 0.17% 120

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

Cladis Investment Advisory's LULU Position: Q2 2026 in Review

Cladis Investment Advisory increased its lululemon athletica (LULU) stake by 67% in Q2 2026, buying an estimated $134K and bringing the position to 2,500 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #137.

Cladis Investment Advisory first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Cladis Investment Advisory held 2,500 shares of lululemon athletica worth $285K as of Q2 2026.
  • Cladis Investment Advisory bought 1,000 lululemon athletica shares in Q2 2026, an estimated $134K.
  • lululemon athletica made up 0.13% of Cladis Investment Advisory's portfolio in Q2 2026, its #137 holding.
  • Cladis Investment Advisory first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • Cladis Investment Advisory's lululemon athletica position peaked at $312K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.