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Freestone Capital Holdings’s lululemon athletica LULU Stock Holding History

Freestone Capital Holdings’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
2014
Q1 		– Sell
-4,000
Closed -$2.36M – 269
2013
Q4 		$2.36M Buy
+4,000
New +$275K 0.42% 40

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

Freestone Capital Holdings's LULU Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in lululemon athletica (LULU) in Q2 2026: 2,024 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in LULU as recently as Q2 2025.

Freestone Capital Holdings first reported a position in LULU in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.86M in Q4 2024. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Freestone Capital Holdings held 2,024 shares of lululemon athletica worth $231K as of Q2 2026.
  • lululemon athletica was a new Freestone Capital Holdings position in Q2 2026.
  • lululemon athletica made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #539 holding.
  • Freestone Capital Holdings first reported a position in lululemon athletica in Q3 2020 and has held it in 17 quarters since.
  • Freestone Capital Holdings's lululemon athletica position peaked at $2.86M in Q4 2024.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

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