Fi3 Financial Advisors’s lululemon athletica LULU Stock Holding History

Fi3 Financial 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	–	Sell	-1,826	Closed	-$280K	–	255
2026 Q1	$280K	Buy	+1,826	New	+$327K	0.08%	149

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

Fi3 Financial Advisors's LULU Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,826 shares — an estimated $280K sold.

Fi3 Financial Advisors first reported a position in LULU in Q1 2026 and held it in 1 quarter. The position peaked at $280K in Q1 2026. 848 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Fi3 Financial Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Fi3 Financial Advisors sold 1,826 lululemon athletica shares in Q2 2026, an estimated $280K.
Fi3 Financial Advisors first reported a position in lululemon athletica in Q1 2026 and held it in 1 quarter.
Fi3 Financial Advisors's lululemon athletica position peaked at $280K in Q1 2026.
848 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.