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Essential Partners’s lululemon athletica LULU Stock Holding History

Essential Partners’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
Q3 		$8.75K Sell
91
-616
-87% -$70K ﹤0.01% 1261
2026
Q2 		$80.7K Sell
707
-985
-58% -$132K 0.04% 477
2026
Q1 		$259K Buy
1,692
+1,690
+84,500% +$303K 0.09% 248
2025
Q4 		$416 Sell
2
-35
-95% -$6.34K ﹤0.01% 2266
2025
Q3 		$6.58K Sell
37
-342
-90% -$68.5K ﹤0.01% 1318
2025
Q2 		$90K Buy
+379
New +$104K 0.04% 370

Other funds holding LULU

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Essential Partners's LULU Position: Q3 2026 in Review

Essential Partners reduced its lululemon athletica (LULU) stake by 87% in Q3 2026, selling an estimated $70K and leaving 91 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Essential Partners first reported a position in LULU in Q2 2025 and has held it in 6 quarters since. The position peaked at $259K in Q1 2026. 59 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Essential Partners held 91 shares of lululemon athletica worth $8.75K as of Q3 2026.
  • Essential Partners sold 616 lululemon athletica shares in Q3 2026, an estimated $70K.
  • lululemon athletica made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1261 holding.
  • Essential Partners first reported a position in lululemon athletica in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's lululemon athletica position peaked at $259K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.