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Farther Finance Advisors’s lululemon athletica LULU Stock Holding History

Farther Finance 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
Q3 		$282K Buy
2,933
+238
+9% +$27K ﹤0.01% 2031
2026
Q2 		$308K Sell
2,695
-2,041
-43% -$273K ﹤0.01% 1934
2026
Q1 		$752K Buy
4,736
+1,918
+68% +$344K 0.01% 1153
2025
Q4 		$586K Sell
2,818
-656
-19% -$119K 0.01% 1203
2025
Q3 		$618K Buy
3,474
+1,311
+61% +$263K 0.01% 966
2025
Q2 		$514K Buy
2,163
+762
+54% +$210K 0.01% 894
2025
Q1 		$392K Buy
1,401
+104
+8% +$38.2K 0.01% 903
2024
Q4 		$496K Sell
1,297
-2,164
-63% -$707K 0.02% 585
2024
Q3 		$939K Buy
3,461
+1,270
+58% +$337K 0.04% 365
2024
Q2 		$662K Buy
2,191
+10
+0.5% +$3.34K 0.03% 390
2024
Q1 		$840K Buy
2,181
+22
+1% +$10.2K 0.05% 286
2023
Q4 		$1.1M Buy
2,159
+2,058
+2,038% +$889K 0.08% 219
2023
Q3 		$38.9K Buy
101
+2
+2% +$764 0.01% 854
2023
Q2 		$37.5K Buy
99
+9
+10% +$3.32K 0.01% 762
2023
Q1 		$32.8K Buy
90
+34
+61% +$10.7K 0.01% 739
2022
Q4 		$17.9K Buy
+56
New +$18.4K 0.01% 771

Other funds holding LULU

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 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
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's LULU Position: Q3 2026 in Review

Farther Finance Advisors increased its lululemon athletica (LULU) stake by 8.8% in Q3 2026, buying an estimated $27K and bringing the position to 2,933 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Farther Finance Advisors first reported a position in LULU in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q4 2023. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Farther Finance Advisors held 2,933 shares of lululemon athletica worth $282K as of Q3 2026.
  • Farther Finance Advisors bought 238 lululemon athletica shares in Q3 2026, an estimated $27K.
  • lululemon athletica made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2031 holding.
  • Farther Finance Advisors first reported a position in lululemon athletica in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's lululemon athletica position peaked at $1.1M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.