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GoalVest Advisory’s lululemon athletica LULU Stock Holding History

GoalVest Advisory’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 		$15.1K Hold
132
– – ﹤0.01% 329
2026
Q1 		$20.2K Hold
132
– – ﹤0.01% 327
2025
Q4 		$27.4K Buy
+132
New +$23.9K 0.01% 306
2024
Q2 		– Sell
-5
Closed -$1.95K – 369
2024
Q1 		$1.95K Buy
+5
New +$2.31K ﹤0.01% 371

Other funds holding LULU

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's LULU Position: Q2 2026 in Review

GoalVest Advisory held its lululemon athletica (LULU) position steady in Q2 2026 at 132 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

GoalVest Advisory first reported a position in LULU in Q1 2024 and has held it in 4 quarters since. The position peaked at $27.4K in Q4 2025. 105 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • GoalVest Advisory held 132 shares of lululemon athletica worth $15.1K as of Q2 2026.
  • GoalVest Advisory left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #329 holding.
  • GoalVest Advisory first reported a position in lululemon athletica in Q1 2024 and has held it in 4 quarters since.
  • GoalVest Advisory's lululemon athletica position peaked at $27.4K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.