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EverSource Wealth Advisors’s lululemon athletica LULU Stock Holding History

EverSource Wealth 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
Q1 		$469K Buy
3,062
+2,500
+445% +$448K 0.01% 630
2025
Q4 		$117K Sell
562
-152
-21% -$27.5K ﹤0.01% 1232
2025
Q3 		$127K Sell
714
-236
-25% -$47.3K 0.01% 1150
2025
Q2 		$226K Buy
950
+165
+21% +$45.5K 0.01% 808
2025
Q1 		$222K Buy
785
+192
+32% +$70.4K 0.01% 620
2024
Q4 		$227K Buy
593
+41
+7% +$13.4K 0.01% 613
2024
Q3 		$150K Sell
552
-46
-8% -$12.2K 0.01% 654
2024
Q2 		$155K Buy
598
+60
+11% +$20.1K 0.01% 646
2024
Q1 		$194K Sell
538
-125
-19% -$57.8K 0.02% 498
2023
Q4 		$339K Sell
663
-7
-1% -$3.02K 0.03% 315
2023
Q3 		$258K Sell
670
-52
-7% -$19.9K 0.03% 347
2023
Q2 		$273K Sell
722
-4
-0.6% -$1.48K 0.03% 332
2023
Q1 		$264K Buy
726
+9
+1% +$2.82K 0.03% 324
2022
Q4 		$230K Sell
717
-918
-56% -$302K 0.03% 331
2022
Q3 		$456K Buy
1,635
+1,341
+456% +$416K 0.1% 187
2022
Q2 		$81K Hold
294
– – 0.02% 438
2022
Q1 		$107K Sell
294
-10
-3% -$3.25K 0.03% 324
2021
Q4 		$119K Buy
+304
New +$130K 0.03% 284

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's LULU Position: Q1 2026 in Review

EverSource Wealth Advisors increased its lululemon athletica (LULU) stake by 445% in Q1 2026, buying an estimated $448K and bringing the position to 3,062 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #630.

EverSource Wealth Advisors first reported a position in LULU in Q4 2021 and has held it in 18 quarters since. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • EverSource Wealth Advisors held 3,062 shares of lululemon athletica worth $469K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,500 lululemon athletica shares in Q1 2026, an estimated $448K.
  • lululemon athletica made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #630 holding.
  • EverSource Wealth Advisors first reported a position in lululemon athletica in Q4 2021 and has held it in 18 quarters since.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.