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Fragasso Financial Advisors’s lululemon athletica LULU Stock Holding History

Fragasso 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 		$249K Sell
2,183
-355
-14% -$47.4K 0.01% 318
2026
Q1 		$396K Sell
2,538
-924
-27% -$166K 0.02% 229
2025
Q4 		$719K Buy
+3,462
New +$627K 0.04% 160

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Fragasso Financial Advisors reduced its lululemon athletica (LULU) stake by 14% in Q2 2026, selling an estimated $47.4K and leaving 2,183 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #318.

Fragasso Financial Advisors first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $719K in Q4 2025. 369 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Fragasso Financial Advisors held 2,183 shares of lululemon athletica worth $249K as of Q2 2026.
  • Fragasso Financial Advisors sold 355 lululemon athletica shares in Q2 2026, an estimated $47.4K.
  • lululemon athletica made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #318 holding.
  • Fragasso Financial Advisors first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • Fragasso Financial Advisors's lululemon athletica position peaked at $719K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.