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Great Valley Advisor Group’s lululemon athletica LULU Stock Holding History

Great Valley Advisor Group’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 		$453K Sell
3,963
-566
-12% -$75.6K 0.01% 752
2026
Q1 		$694K Buy
4,529
+16
+0.4% +$2.87K 0.01% 588
2025
Q4 		$938K Sell
4,513
-104
-2% -$18.8K 0.02% 491
2025
Q3 		$822K Buy
4,617
+84
+2% +$16.8K 0.02% 511
2025
Q2 		$1.08M Buy
4,533
+287
+7% +$79.1K 0.02% 447
2025
Q1 		$1.2M Sell
4,246
-528
-11% -$194K 0.03% 413
2024
Q4 		$1.83M Sell
4,774
-346
-7% -$113K 0.04% 333
2024
Q3 		$1.39M Sell
5,120
-4,989
-49% -$1.32M 0.03% 372
2024
Q2 		$3.02M Buy
10,109
+4,937
+95% +$1.65M 0.08% 230
2024
Q1 		$2.02M Buy
5,172
+1,502
+41% +$694K 0.06% 274
2023
Q4 		$1.88M Buy
3,670
+1,166
+47% +$504K 0.07% 248
2023
Q3 		$965K Buy
2,504
+571
+30% +$218K 0.04% 318
2023
Q2 		$731K Buy
1,933
+135
+8% +$49.8K 0.03% 371
2023
Q1 		$655K Sell
1,798
-47
-3% -$14.7K 0.03% 384
2022
Q4 		$591K Buy
1,845
+270
+17% +$88.8K 0.03% 411
2022
Q3 		$440K Sell
1,575
-442
-22% -$137K 0.02% 450
2022
Q2 		$550K Buy
2,017
+1,115
+124% +$357K 0.03% 411
2022
Q1 		$348K Sell
902
-73
-7% -$23.8K 0.02% 462
2021
Q4 		$391K Sell
975
-33
-3% -$14.1K 0.02% 437
2021
Q3 		$408K Sell
1,008
-88
-8% -$35.2K 0.03% 407
2021
Q2 		$352K Sell
1,096
-480
-30% -$158K 0.03% 421
2021
Q1 		$483K Sell
1,576
-963
-38% -$316K 0.05% 309
2020
Q4 		$884K Buy
2,539
+800
+46% +$278K 0.09% 199
2020
Q3 		$574K Sell
1,739
-752
-30% -$251K 0.07% 229
2020
Q2 		$777K Buy
+2,491
New +$637K 0.13% 177
2020
Q1 		– Sell
-6,470
Closed -$1.5M – 354
2019
Q4 		$1.5M Buy
6,470
+3,850
+147% +$821K 0.33% 90
2019
Q3 		$505K Sell
2,620
-289
-10% -$54K 0.12% 192
2019
Q2 		$524K Buy
2,909
+509
+21% +$88.4K 0.13% 184
2019
Q1 		$392K Buy
2,400
+678
+39% +$99K 0.12% 182
2018
Q4 		$209K Buy
+1,722
New +$231K 0.08% 219

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

Great Valley Advisor Group's LULU Position: Q2 2026 in Review

Great Valley Advisor Group reduced its lululemon athletica (LULU) stake by 12% in Q2 2026, selling an estimated $75.6K and leaving 3,963 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #752.

Great Valley Advisor Group first reported a position in LULU in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.02M in Q2 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Great Valley Advisor Group held 3,963 shares of lululemon athletica worth $453K as of Q2 2026.
  • Great Valley Advisor Group sold 566 lululemon athletica shares in Q2 2026, an estimated $75.6K.
  • lululemon athletica made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #752 holding.
  • Great Valley Advisor Group first reported a position in lululemon athletica in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's lululemon athletica position peaked at $3.02M in Q2 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.