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 Q2	$70.7K	Sell	619 -2,443	-80%	-$326K	﹤0.01%	1567
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's LULU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its lululemon athletica (LULU) stake by 80% in Q2 2026, selling an estimated $326K and leaving 619 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

EverSource Wealth Advisors first reported a position in LULU in Q4 2021 and has held it in 19 quarters since. The position peaked at $469K in Q1 2026. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

EverSource Wealth Advisors held 619 shares of lululemon athletica worth $70.7K as of Q2 2026.
EverSource Wealth Advisors sold 2,443 lululemon athletica shares in Q2 2026, an estimated $326K.
lululemon athletica made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1567 holding.
EverSource Wealth Advisors first reported a position in lululemon athletica in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's lululemon athletica position peaked at $469K in Q1 2026.
849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.