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
Q3 		$487K Sell
5,066
-2,251
-31% -$256K 0.01% 377
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

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Gradient Investments's LULU Position: Q3 2026 in Review

Gradient Investments reduced its lululemon athletica (LULU) stake by 31% in Q3 2026, selling an estimated $256K and leaving 5,066 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #377.

Gradient Investments first reported a position in LULU in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.86M in Q4 2023. 35 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Gradient Investments held 5,066 shares of lululemon athletica worth $487K as of Q3 2026.
  • Gradient Investments sold 2,251 lululemon athletica shares in Q3 2026, an estimated $256K.
  • lululemon athletica made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #377 holding.
  • Gradient Investments first reported a position in lululemon athletica in Q1 2020 and has held it in 20 quarters since.
  • Gradient Investments's lululemon athletica position peaked at $4.86M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.