Creative Planning
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Creative Planning’s lululemon athletica LULU Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-100
Closed -$2K – 2219
2020
Q2 		$2K Buy
+100
New +$25.6K ﹤0.01% 1954
2019
Q3 		– Sell
-1,000
Closed -$1K – 2060
2019
Q2 		$1K Buy
+1,000
New +$174K ﹤0.01% 2001

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

Creative Planning's LULU Position: Q2 2026 in Review

Creative Planning reduced its lululemon athletica (LULU) stake by 11% in Q2 2026, selling an estimated $807K and leaving 51,354 shares worth $5.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Creative Planning first reported a position in LULU in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.4M in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Creative Planning held 51,354 shares of lululemon athletica worth $5.86M as of Q2 2026.
  • Creative Planning sold 6,044 lululemon athletica shares in Q2 2026, an estimated $807K.
  • lululemon athletica made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1282 holding.
  • Creative Planning first reported a position in lululemon athletica in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's lululemon athletica position peaked at $10.4M in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.