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Heritage Wealth Advisors’s lululemon athletica LULU Stock Holding History

Heritage Wealth Advisors’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 		$3.42K Hold
30
– – ﹤0.01% 603
2026
Q1 		$4.59K Hold
30
– – ﹤0.01% 572
2025
Q4 		$6.23K Sell
30
-21
-41% -$3.8K ﹤0.01% 484
2025
Q3 		$9.07K Buy
51
+30
+143% +$6.01K ﹤0.01% 435
2025
Q2 		$4.99K Hold
21
– – ﹤0.01% 462
2025
Q1 		$5.94K Sell
21
-12
-36% -$4.4K ﹤0.01% 448
2024
Q4 		$12.6K Sell
33
-11
-25% -$3.59K ﹤0.01% 426
2024
Q3 		$11.9K Hold
44
– – ﹤0.01% 431
2024
Q2 		$13.1K Buy
44
+27
+159% +$9.03K ﹤0.01% 413
2024
Q1 		$6.64K Hold
17
– – ﹤0.01% 457
2023
Q4 		$8.69K Sell
17
-50
-75% -$21.6K ﹤0.01% 457
2023
Q3 		$25.8K Hold
67
– – ﹤0.01% 361
2023
Q2 		$25.4K Hold
67
– – ﹤0.01% 380
2023
Q1 		$24.4K Buy
67
+10
+18% +$3.13K ﹤0.01% 388
2022
Q4 		$18.3K Sell
57
-60
-51% -$19.7K ﹤0.01% 418
2022
Q3 		$32.7K Sell
117
-326
-74% -$101K ﹤0.01% 338
2022
Q2 		$121K Buy
443
+276
+165% +$88.4K 0.01% 245
2022
Q1 		$61K Buy
167
+5
+3% +$1.63K ﹤0.01% 296
2021
Q4 		$63K Hold
162
– – ﹤0.01% 308
2021
Q3 		$65.6K Buy
162
+50
+45% +$20K ﹤0.01% 294
2021
Q2 		$40.9K Hold
112
– – ﹤0.01% 347
2021
Q1 		$34.4K Buy
112
+64
+133% +$21K ﹤0.01% 367
2020
Q4 		$17K Hold
48
– – ﹤0.01% 421
2020
Q3 		$15.8K Hold
48
– – ﹤0.01% 375
2020
Q2 		$15K Hold
48
– – ﹤0.01% 358
2020
Q1 		$9.1K Sell
48
-12
-20% -$2.69K ﹤0.01% 376
2019
Q4 		$13.9K Hold
60
– – ﹤0.01% 405
2019
Q3 		$11K Sell
60
-8
-12% -$1.5K ﹤0.01% 387
2019
Q2 		$12.3K Buy
68
+50
+278% +$8.68K ﹤0.01% 377
2019
Q1 		$2.95K Sell
18
-16
-47% -$2.34K ﹤0.01% 401
2018
Q4 		$4K Buy
34
+19
+127% +$2.55K ﹤0.01% 345
2018
Q3 		$2K Buy
+15
New +$2.06K ﹤0.01% 357

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

Heritage Wealth Advisors's LULU Position: Q2 2026 in Review

Heritage Wealth Advisors held its lululemon athletica (LULU) position steady in Q2 2026 at 30 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Heritage Wealth Advisors first reported a position in LULU in Q3 2018 and has held it in 32 quarters since. The position peaked at $121K in Q2 2022. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Heritage Wealth Advisors held 30 shares of lululemon athletica worth $3.42K as of Q2 2026.
  • Heritage Wealth Advisors left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #603 holding.
  • Heritage Wealth Advisors first reported a position in lululemon athletica in Q3 2018 and has held it in 32 quarters since.
  • Heritage Wealth Advisors's lululemon athletica position peaked at $121K in Q2 2022.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.