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Exencial Wealth Advisors’s lululemon athletica LULU Stock Holding History

Exencial 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 		$1.46M Buy
9,535
+1,437
+18% +$258K 0.05% 252
2025
Q4 		$1.68M Buy
8,098
+2,040
+34% +$370K 0.05% 242
2025
Q3 		$1.08M Buy
6,058
+4,716
+351% +$945K 0.04% 281
2025
Q2 		$319K Sell
1,342
-264
-16% -$72.7K 0.01% 426
2025
Q1 		$454K Sell
1,606
-383
-19% -$141K 0.02% 376
2024
Q4 		$761K Buy
1,989
+10
+0.5% +$3.27K 0.03% 314
2024
Q3 		$537K Buy
1,979
+1,295
+189% +$344K 0.02% 347
2024
Q2 		$204K Buy
684
+1
+0.1% +$334 0.01% 474
2024
Q1 		$267K Buy
683
+111
+19% +$51.3K 0.01% 453
2023
Q4 		$292K Buy
+572
New +$247K 0.01% 421
2021
Q1 		– Sell
-598
Closed -$208K – 431
2020
Q4 		$208K Sell
598
-53
-8% -$18.4K 0.01% 358
2020
Q3 		$214K Buy
+651
New +$217K 0.01% 337

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Exencial Wealth Advisors increased its lululemon athletica (LULU) stake by 18% in Q1 2026, buying an estimated $258K and bringing the position to 9,535 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #252.

Exencial Wealth Advisors first reported a position in LULU in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.68M in Q4 2025. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Exencial Wealth Advisors held 9,535 shares of lululemon athletica worth $1.46M as of Q1 2026.
  • Exencial Wealth Advisors bought 1,437 lululemon athletica shares in Q1 2026, an estimated $258K.
  • lululemon athletica made up 0.05% of Exencial Wealth Advisors's portfolio in Q1 2026, its #252 holding.
  • Exencial Wealth Advisors first reported a position in lululemon athletica in Q3 2020 and has held it in 12 quarters since.
  • Exencial Wealth Advisors's lululemon athletica position peaked at $1.68M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.