GI
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Gradient Investments’s lululemon athletica LULU Stock Holding History

Gradient Investments’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 		$835K Buy
7,317
+705
+11% +$94.2K 0.01% 338
2026
Q1 		$1.01M Buy
6,612
+101
+2% +$18.1K 0.02% 301
2025
Q4 		$1.35M Buy
6,511
+771
+13% +$140K 0.02% 234
2025
Q3 		$1.02M Buy
5,740
+485
+9% +$97.2K 0.02% 258
2025
Q2 		$1.25M Buy
5,255
+165
+3% +$45.5K 0.02% 222
2025
Q1 		$1.44M Sell
5,090
-530
-9% -$194K 0.03% 182
2024
Q4 		$2.15M Sell
5,620
-227
-4% -$74.1K 0.04% 168
2024
Q3 		$1.59M Sell
5,847
-6,383
-52% -$1.69M 0.03% 170
2024
Q2 		$3.65M Buy
12,230
+3,268
+36% +$1.09M 0.08% 161
2024
Q1 		$3.5M Sell
8,962
-541
-6% -$250K 0.08% 160
2023
Q4 		$4.86M Sell
9,503
-1,067
-10% -$461K 0.12% 138
2023
Q3 		$4.08M Buy
10,570
+152
+1% +$58.1K 0.11% 139
2023
Q2 		$3.94M Sell
10,418
-187
-2% -$69K 0.1% 146
2023
Q1 		$3.86M Buy
10,605
+701
+7% +$220K 0.11% 140
2022
Q4 		$3.17M Buy
9,904
+524
+6% +$172K 0.1% 154
2022
Q3 		$2.62M Sell
9,380
-7,565
-45% -$2.35M 0.08% 157
2022
Q2 		$4.62M Buy
+16,945
New +$5.43M 0.13% 143
2021
Q3 		– Sell
-20
Closed -$7K – 1205
2021
Q2 		$7K Buy
+20
New +$6.59K ﹤0.01% 825
2020
Q2 		– Sell
-2
Closed – – 1133
2020
Q1 		$0 Buy
+2
New +$447 ﹤0.01% 1173

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

Gradient Investments's LULU Position: Q2 2026 in Review

Gradient Investments increased its lululemon athletica (LULU) stake by 11% in Q2 2026, buying an estimated $94.2K and bringing the position to 7,317 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #338.

Gradient Investments first reported a position in LULU in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.86M in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Gradient Investments held 7,317 shares of lululemon athletica worth $835K as of Q2 2026.
  • Gradient Investments bought 705 lululemon athletica shares in Q2 2026, an estimated $94.2K.
  • lululemon athletica made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #338 holding.
  • Gradient Investments first reported a position in lululemon athletica in Q1 2020 and has held it in 19 quarters since.
  • Gradient Investments's lululemon athletica position peaked at $4.86M in Q4 2023.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.