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Elevated Private Wealth’s lululemon athletica LULU Stock Holding History

Elevated Private Wealth’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 		$1.01M Buy
+8,817
New +$1.18M 0.95% 44
2025
Q4 		$1.36M Buy
+6,560
New +$1.19M 1.4% 23

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 Private Wealth's LULU Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in lululemon athletica (LULU) in Q2 2026: 8,817 shares worth $1.01M. The stake represents 0.95% of the portfolio and ranks #44 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in LULU as recently as Q4 2025.

Elevated Private Wealth first reported a position in LULU in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.36M in Q4 2025. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Elevated Private Wealth held 8,817 shares of lululemon athletica worth $1.01M as of Q2 2026.
  • lululemon athletica was a new Elevated Private Wealth position in Q2 2026.
  • lululemon athletica made up 0.95% of Elevated Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Elevated Private Wealth first reported a position in lululemon athletica in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's lululemon athletica position peaked at $1.36M in Q4 2025.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.