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Clayton Financial Group’s lululemon athletica LULU Stock Holding History

Clayton Financial Group’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 		– Sell
-7
Closed -$1.07K – 362
2026
Q1 		$1.07K Hold
7
– – ﹤0.01% 558
2025
Q4 		$1.46K Buy
+7
New +$1.27K ﹤0.01% 503

Other funds holding LULU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Clayton Financial Group's LULU Position: Q2 2026 in Review

Clayton Financial Group sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 7 shares — an estimated $1.07K sold.

Clayton Financial Group first reported a position in LULU in Q4 2025 and held it in 2 quarters. The position peaked at $1.46K in Q4 2025. 285 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Clayton Financial Group reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 7 lululemon athletica shares in Q2 2026, an estimated $1.07K.
  • Clayton Financial Group first reported a position in lululemon athletica in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's lululemon athletica position peaked at $1.46K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.