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Dogwood Wealth Management’s lululemon athletica LULU Stock Holding History

Dogwood Wealth Management’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
-1,531
Closed -$234K – 896
2026
Q1 		$234K Buy
+1,531
New +$274K 0.1% 80
2025
Q3 		– Sell
-20
Closed -$4.77K – 787
2025
Q2 		$4.77K Buy
20
+18
+900% +$4.96K ﹤0.01% 442
2025
Q1 		$566 Buy
2
+1
+100% +$367 ﹤0.01% 451
2024
Q4 		$382 Buy
+1
New +$326 ﹤0.01% 255
2024
Q3 		– Hold
0
– – – 362
2024
Q2 		– Hold
0
– – – 396
2024
Q1 		– Hold
0
– – – 357
2023
Q4 		– Hold
0
– – – 295

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

Dogwood Wealth Management's LULU Position: Q2 2026 in Review

Dogwood Wealth Management sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,531 shares — an estimated $234K sold.

Dogwood Wealth Management first reported a position in LULU in Q4 2024 and held it in 4 quarters. The position peaked at $234K in Q1 2026. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Dogwood Wealth Management reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 1,531 lululemon athletica shares in Q2 2026, an estimated $234K.
  • Dogwood Wealth Management first reported a position in lululemon athletica in Q4 2024 and held it in 4 quarters.
  • Dogwood Wealth Management's lululemon athletica position peaked at $234K in Q1 2026.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.