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Dynamic Wealth Strategies’s lululemon athletica LULU Stock Holding History

Dynamic Wealth Strategies’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 		$57K Buy
499
+92
+23% +$12.3K 0.03% 147
2026
Q1 		$62.3K Sell
407
-210
-34% -$37.6K 0.04% 137
2025
Q4 		$128K Sell
617
-42
-6% -$7.61K 0.08% 102
2025
Q3 		$117K Buy
659
+253
+62% +$50.7K 0.08% 99
2025
Q2 		$96.5K Buy
406
+36
+10% +$9.92K 0.07% 100
2025
Q1 		$105K Buy
+370
New +$136K 0.09% 101

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

Dynamic Wealth Strategies's LULU Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its lululemon athletica (LULU) stake by 23% in Q2 2026, buying an estimated $12.3K and bringing the position to 499 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #147.

Dynamic Wealth Strategies first reported a position in LULU in Q1 2025 and has held it in 6 quarters since. The position peaked at $128K in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Dynamic Wealth Strategies held 499 shares of lululemon athletica worth $57K as of Q2 2026.
  • Dynamic Wealth Strategies bought 92 lululemon athletica shares in Q2 2026, an estimated $12.3K.
  • lululemon athletica made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #147 holding.
  • Dynamic Wealth Strategies first reported a position in lululemon athletica in Q1 2025 and has held it in 6 quarters since.
  • Dynamic Wealth Strategies's lululemon athletica position peaked at $128K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.