Corient Private Wealth
LULU icon

Corient Private Wealth’s lululemon athletica LULU Stock Holding History

Corient Private Wealth’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 		$5.18M Sell
35,406
-28,846
-45% -$5.17M 0.01% 829
2025
Q4 		$8.71M Buy
64,252
+52,503
+447% +$9.51M 0.01% 823
2025
Q3 		$2.09M Sell
11,749
-411
-3% -$82.4K ﹤0.01% 1049
2025
Q2 		$2.89M Sell
12,160
-936
-7% -$258K ﹤0.01% 887
2025
Q1 		$3.71M Sell
13,096
-2,746
-17% -$1.01M 0.01% 770
2024
Q4 		$5.45M Sell
15,842
-3,829
-19% -$1.25M 0.01% 672
2024
Q3 		$5.34M Sell
19,671
-2,690
-12% -$714K 0.01% 730
2024
Q2 		$6.68M Sell
22,361
-2,538
-10% -$849K 0.01% 626
2024
Q1 		$9.73M Sell
24,899
-45,249
-65% -$20.9M 0.02% 531
2023
Q4 		$35.9M Buy
70,148
+34,188
+95% +$14.8M 0.07% 278
2023
Q3 		$13.9M Buy
35,960
+3,216
+10% +$1.23M 0.03% 422
2023
Q2 		$12.4M Sell
32,744
-2,466
-7% -$910K 0.03% 437
2023
Q1 		$12.8M Buy
35,210
+14,556
+70% +$4.56M 0.03% 398
2022
Q4 		$6.64M Buy
+20,654
New +$6.79M 0.02% 432

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

Corient Private Wealth's LULU Position: Q1 2026 in Review

Corient Private Wealth reduced its lululemon athletica (LULU) stake by 45% in Q1 2026, selling an estimated $5.17M and leaving 35,406 shares worth $5.18M. The position accounts for 0.01% of the portfolio, ranked #829.

Corient Private Wealth first reported a position in LULU in Q4 2022 and has held it in 14 quarters since. The position peaked at $35.9M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Corient Private Wealth held 35,406 shares of lululemon athletica worth $5.18M as of Q1 2026.
  • Corient Private Wealth sold 28,846 lululemon athletica shares in Q1 2026, an estimated $5.17M.
  • lululemon athletica made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #829 holding.
  • Corient Private Wealth first reported a position in lululemon athletica in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's lululemon athletica position peaked at $35.9M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.