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Clearstead Advisors’s lululemon athletica LULU Stock Holding History

Clearstead Advisors’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 		$41.5K Sell
271
-456
-63% -$81.7K ﹤0.01% 1315
2025
Q4 		$151K Buy
727
+174
+31% +$31.5K ﹤0.01% 995
2025
Q3 		$98.4K Sell
553
-141
-20% -$28.3K ﹤0.01% 1060
2025
Q2 		$165K Sell
694
-20
-3% -$5.51K ﹤0.01% 931
2025
Q1 		$202K Sell
714
-300
-30% -$110K ﹤0.01% 837
2024
Q4 		$388K Sell
1,014
-161
-14% -$52.6K 0.01% 642
2024
Q3 		$319K Sell
1,175
-32
-3% -$8.49K ﹤0.01% 706
2024
Q2 		$361K Buy
1,207
+460
+62% +$154K 0.01% 620
2024
Q1 		$259K Sell
747
-22
-3% -$10.2K 0.01% 429
2023
Q4 		$393K Sell
769
-885
-54% -$382K 0.02% 351
2023
Q3 		$638K Buy
1,654
+812
+96% +$310K 0.02% 364
2023
Q2 		$319K Sell
842
-10
-1% -$3.69K 0.02% 359
2023
Q1 		$310K Sell
852
-18
-2% -$5.64K 0.02% 335
2022
Q4 		$279K Buy
870
+1
+0.1% +$329 0.02% 338
2022
Q3 		$243K Sell
869
-6
-0.7% -$1.86K 0.02% 339
2022
Q2 		$239K Buy
875
+37
+4% +$11.9K 0.02% 353
2022
Q1 		$306K Buy
838
+30
+4% +$9.76K 0.02% 346
2021
Q4 		$316K Buy
808
+20
+3% +$8.55K 0.02% 321
2021
Q3 		$319K Hold
788
– – 0.02% 303
2021
Q2 		$288K Sell
788
-15
-2% -$4.94K 0.02% 299
2021
Q1 		$246K Buy
803
+18
+2% +$5.91K 0.02% 306
2020
Q4 		$273K Sell
785
-9
-1% -$3.13K 0.02% 280
2020
Q3 		$262K Sell
794
-9
-1% -$3K 0.03% 251
2020
Q2 		$251K Sell
803
-1
-0.1% -$256 0.03% 243
2020
Q1 		$152K Buy
+804
New +$180K 0.02% 269

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

Clearstead Advisors's LULU Position: Q1 2026 in Review

Clearstead Advisors reduced its lululemon athletica (LULU) stake by 63% in Q1 2026, selling an estimated $81.7K and leaving 271 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Clearstead Advisors first reported a position in LULU in Q1 2020 and has held it in 25 quarters since. The position peaked at $638K in Q3 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Clearstead Advisors held 271 shares of lululemon athletica worth $41.5K as of Q1 2026.
  • Clearstead Advisors sold 456 lululemon athletica shares in Q1 2026, an estimated $81.7K.
  • lululemon athletica made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1315 holding.
  • Clearstead Advisors first reported a position in lululemon athletica in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's lululemon athletica position peaked at $638K in Q3 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.