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Crestwood Advisors Group’s lululemon athletica LULU Stock Holding History

Crestwood Advisors Group’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
-1,819
Closed -$278K – 903
2026
Q1 		$278K Sell
1,819
-379
-17% -$67.9K ﹤0.01% 615
2025
Q4 		$457K Buy
2,198
+1,059
+93% +$192K 0.01% 419
2025
Q3 		$203K Sell
1,139
-448
-28% -$89.8K ﹤0.01% 552
2025
Q2 		$377K Sell
1,587
-44
-3% -$12.1K 0.01% 395
2025
Q1 		$462K Buy
1,631
+57
+4% +$20.9K 0.01% 352
2024
Q4 		$602K Buy
1,574
+178
+13% +$58.1K 0.01% 284
2024
Q3 		$379K Buy
1,396
+62
+5% +$16.5K 0.01% 336
2024
Q2 		$398K Sell
1,334
-42
-3% -$14K 0.01% 311
2024
Q1 		$538K Buy
1,376
+33
+2% +$15.3K 0.01% 266
2023
Q4 		$687K Sell
1,343
-25
-2% -$10.8K 0.02% 238
2023
Q3 		$528K Sell
1,368
-1,836
-57% -$701K 0.01% 241
2023
Q2 		$1.21M Sell
3,204
-31
-1% -$11.4K 0.04% 128
2023
Q1 		$1.18M Sell
3,235
-956
-23% -$300K 0.04% 135
2022
Q4 		$1.34M Sell
4,191
-8,297
-66% -$2.73M 0.05% 127
2022
Q3 		$3.49M Sell
12,488
-778
-6% -$241K 0.12% 97
2022
Q2 		$3.62M Sell
13,266
-802
-6% -$257K 0.12% 99
2022
Q1 		$5.14M Sell
14,068
-450
-3% -$146K 0.14% 94
2021
Q4 		$5.68M Sell
14,518
-398
-3% -$170K 0.15% 94
2021
Q3 		$6.04M Sell
14,916
-178
-1% -$71.3K 0.17% 92
2021
Q2 		$5.51M Sell
15,094
-2
-0% -$659 0.16% 94
2021
Q1 		$4.63M Buy
15,096
+105
+0.7% +$34.5K 0.15% 99
2020
Q4 		$5.22M Buy
14,991
+993
+7% +$345K 0.17% 97
2020
Q3 		$4.61M Sell
13,998
-673
-5% -$225K 0.17% 92
2020
Q2 		$4.58M Sell
14,671
-23
-0.2% -$5.88K 0.18% 90
2020
Q1 		$2.79M Sell
14,694
-15,880
-52% -$3.55M 0.14% 98
2019
Q4 		$7.08M Sell
30,574
-1,695
-5% -$361K 0.28% 81
2019
Q3 		$6.21M Sell
32,269
-465
-1% -$86.9K 0.27% 81
2019
Q2 		$5.9M Buy
+32,734
New +$5.69M 0.27% 80

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

Crestwood Advisors Group's LULU Position: Q2 2026 in Review

Crestwood Advisors Group sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,819 shares — an estimated $278K sold.

Crestwood Advisors Group first reported a position in LULU in Q2 2019 and held it in 28 quarters. The position peaked at $7.08M in Q4 2019. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Crestwood Advisors Group reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,819 lululemon athletica shares in Q2 2026, an estimated $278K.
  • Crestwood Advisors Group first reported a position in lululemon athletica in Q2 2019 and held it in 28 quarters.
  • Crestwood Advisors Group's lululemon athletica position peaked at $7.08M in Q4 2019.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.