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Clear Investment Research’s lululemon athletica LULU Stock Holding History

Clear Investment Research’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
-12
Closed -$1.84K – 143
2026
Q1 		$1.84K Buy
+12
New +$2.15K ﹤0.01% 208
2025
Q4 		– Sell
-12
Closed -$2.13K – 152
2025
Q3 		$2.13K Hold
12
– – ﹤0.01% 219
2025
Q2 		$2.85K Buy
12
+1
+9% +$275 ﹤0.01% 186
2025
Q1 		$3.11K Hold
11
– – ﹤0.01% 180
2024
Q4 		$4.21K Hold
11
– – 0.01% 174
2024
Q3 		$2.98K Buy
+11
New +$2.92K ﹤0.01% 183

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

Clear Investment Research's LULU Position: Q2 2026 in Review

Clear Investment Research sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 12 shares — an estimated $1.84K sold.

Clear Investment Research first reported a position in LULU in Q3 2024 and held it in 6 quarters. The position peaked at $4.21K in Q4 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Clear Investment Research reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 12 lululemon athletica shares in Q2 2026, an estimated $1.84K.
  • Clear Investment Research first reported a position in lululemon athletica in Q3 2024 and held it in 6 quarters.
  • Clear Investment Research's lululemon athletica position peaked at $4.21K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.