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Fortis Capital Advisors’s lululemon athletica LULU Stock Holding History

Fortis Capital 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
-2,106
Closed -$322K – 441
2026
Q1 		$322K Sell
2,106
-3
-0.1% -$538 0.04% 290
2025
Q4 		$438K Buy
2,109
+21
+1% +$3.8K 0.06% 210
2025
Q3 		$372K Sell
2,088
-396
-16% -$79.3K 0.06% 206
2025
Q2 		$590K Sell
2,484
-3
-0.1% -$826 0.11% 151
2025
Q1 		$704K Buy
2,487
+4
+0.2% +$1.47K 0.14% 123
2024
Q4 		$644K Hold
2,483
– – 0.22% 89
2024
Q3 		$674K Sell
2,483
-543
-18% -$144K 0.23% 81
2024
Q2 		$904K Sell
3,026
-6,455
-68% -$2.16M 0.33% 60
2024
Q1 		$3.7M Buy
9,481
+1,066
+13% +$493K 1.56% 10
2023
Q4 		$4.3M Buy
8,415
+1,978
+31% +$855K 2.3% 9
2023
Q3 		$2.48M Hold
6,437
– – 1.59% 16
2023
Q2 		$2.44M Buy
6,437
+1,098
+21% +$405K 1.43% 17
2023
Q1 		$1.94M Hold
5,339
– – 1.04% 21
2022
Q4 		$1.71M Buy
+5,339
New +$1.76M 1.02% 19

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Fortis Capital Advisors's LULU Position: Q2 2026 in Review

Fortis Capital Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 2,106 shares — an estimated $322K sold.

Fortis Capital Advisors first reported a position in LULU in Q4 2022 and held it in 14 quarters. The position peaked at $4.3M in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Fortis Capital Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,106 lululemon athletica shares in Q2 2026, an estimated $322K.
  • Fortis Capital Advisors first reported a position in lululemon athletica in Q4 2022 and held it in 14 quarters.
  • Fortis Capital Advisors's lululemon athletica position peaked at $4.3M in Q4 2023.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.