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Clearstead Trust’s lululemon athletica LULU Stock Holding History

Clearstead Trust’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 		$7.65K Buy
+67
New +$8.95K ﹤0.01% 683
2026
Q1 		– Sell
-56
Closed -$11.6K – 1022
2025
Q4 		$11.6K Buy
56
+27
+93% +$4.89K ﹤0.01% 553
2025
Q3 		$5.16K Buy
29
+23
+383% +$4.61K ﹤0.01% 757
2025
Q2 		$1.43K Sell
6
-1
-14% -$275 ﹤0.01% 1047
2025
Q1 		$1.98K Buy
+7
New +$2.57K ﹤0.01% 762

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

Clearstead Trust's LULU Position: Q2 2026 in Review

Clearstead Trust opened a new position in lululemon athletica (LULU) in Q2 2026: 67 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in LULU as recently as Q4 2025.

Clearstead Trust first reported a position in LULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.6K in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Clearstead Trust held 67 shares of lululemon athletica worth $7.65K as of Q2 2026.
  • lululemon athletica was a new Clearstead Trust position in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #683 holding.
  • Clearstead Trust first reported a position in lululemon athletica in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Trust's lululemon athletica position peaked at $11.6K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.