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Elevated Capital Advisors’s lululemon athletica LULU Stock Holding History

Elevated Capital Advisors’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 		$321K Sell
2,810
-4
-0.1% -$534 0.09% 197
2026
Q1 		$431K Buy
2,814
+373
+15% +$66.9K 0.11% 196
2025
Q4 		$507K Buy
+2,441
New +$442K 0.12% 196

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

Elevated Capital Advisors's LULU Position: Q2 2026 in Review

Elevated Capital Advisors reduced its lululemon athletica (LULU) stake by 0.14% in Q2 2026, selling an estimated $534 and leaving 2,810 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #197.

Elevated Capital Advisors first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $507K in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Elevated Capital Advisors held 2,810 shares of lululemon athletica worth $321K as of Q2 2026.
  • Elevated Capital Advisors sold 4 lululemon athletica shares in Q2 2026, an estimated $534.
  • lululemon athletica made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • Elevated Capital Advisors first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's lululemon athletica position peaked at $507K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

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