EWA
LULU icon

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
2024
Q3 		– Hold
0
– -$538K – 505
2024
Q2 		– Hold
0
– – – 343
2024
Q1 		– Hold
0
– – – 382

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

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. 949 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.
  • 949 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.