Concurrent Investment Advisors’s lululemon athletica LULU Stock Holding History

Concurrent Investment 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 Q2	–	Sell	-1,766	Closed	-$270K	–	2163
2026 Q1	$270K	Sell	1,766 -1,499	-46%	-$269K	﹤0.01%	1565
2025 Q4	$678K	Buy	3,265 +460	+16%	+$83.3K	0.01%	1013
2025 Q3	$499K	Sell	2,805 -249	-8%	-$49.9K	0.01%	912
2025 Q2	$726K	Buy	3,054 +2,158	+241%	+$594K	0.01%	710
2025 Q1	$254K	Buy	+896	New	+$329K	0.01%	1008
2024 Q1	–	Sell	-2,084	Closed	-$1.07M	–	966
2023 Q4	$1.07M	Buy	+2,084	New	+$900K	0.05%	329

Other funds holding LULU

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Concurrent Investment Advisors's LULU Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,766 shares — an estimated $270K sold.

Concurrent Investment Advisors first reported a position in LULU in Q4 2023 and held it in 6 quarters. The position peaked at $1.07M in Q4 2023. 210 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Concurrent Investment Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 1,766 lululemon athletica shares in Q2 2026, an estimated $270K.
Concurrent Investment Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 6 quarters.
Concurrent Investment Advisors's lululemon athletica position peaked at $1.07M in Q4 2023.
210 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.