Guggenheim Capital
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Guggenheim Capital’s lululemon athletica LULU Stock Holding History

Guggenheim Capital’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
2013
Q3 		– Sell
-4,000
Closed -$262K – 3139
2013
Q2 		$262K Buy
+4,000
New +$290K ﹤0.01% 2660

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 $3.38T AUM 44.17% 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

Guggenheim Capital's LULU Position: Q2 2026 in Review

Guggenheim Capital reduced its lululemon athletica (LULU) stake by 47% in Q2 2026, selling an estimated $2.52M and leaving 21,628 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #667.

Guggenheim Capital first reported a position in LULU in Q4 2013 and has held it in 41 quarters since. The position peaked at $41.2M in Q4 2024. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Guggenheim Capital held 21,628 shares of lululemon athletica worth $2.47M as of Q2 2026.
  • Guggenheim Capital sold 18,885 lululemon athletica shares in Q2 2026, an estimated $2.52M.
  • lululemon athletica made up 0.02% of Guggenheim Capital's portfolio in Q2 2026, its #667 holding.
  • Guggenheim Capital first reported a position in lululemon athletica in Q4 2013 and has held it in 41 quarters since.
  • Guggenheim Capital's lululemon athletica position peaked at $41.2M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.