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HighPoint Advisor Group’s lululemon athletica LULU Stock Holding History

HighPoint 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 		$1.87M Buy
16,404
+443
+3% +$59.2K 0.07% 217
2026
Q1 		$2.44M Sell
15,961
-7,891
-33% -$1.41M 0.1% 177
2025
Q4 		$4.96M Buy
23,852
+6,710
+39% +$1.22M 0.11% 164
2025
Q3 		$3.05M Buy
17,142
+15,421
+896% +$3.09M 0.15% 117
2025
Q2 		$409K Sell
1,721
-89
-5% -$24.5K 0.02% 429
2025
Q1 		$491K Sell
1,810
-163
-8% -$59.8K 0.03% 365
2024
Q4 		$781K Buy
1,973
+419
+27% +$137K 0.04% 281
2024
Q3 		$499K Sell
1,554
-54
-3% -$14.3K 0.03% 356
2024
Q2 		$412K Sell
1,608
-246
-13% -$82.2K 0.02% 393
2024
Q1 		$644K Sell
1,854
-46
-2% -$21.3K 0.05% 299
2023
Q4 		$739K Buy
+1,900
New +$821K 0.05% 271
2022
Q2 		$211K Buy
+752
New +$241K 0.02% 481
2021
Q3 		$1.2M Buy
+2,967
New +$1.19M 0.12% 140
2021
Q1 		– Sell
-3,148
Closed -$1.07M – 531
2020
Q4 		$1.07M Buy
3,148
+137
+5% +$47.6K 0.13% 134
2020
Q3 		$1.04M Buy
3,011
+148
+5% +$49.4K 0.19% 103
2020
Q2 		$884K Sell
2,863
-42
-1% -$10.7K 0.19% 100
2020
Q1 		$623K Buy
+2,905
New +$650K 0.15% 119
2016
Q3 		– Sell
-11,176
Closed -$869K – 301
2016
Q2 		$869K Sell
11,176
-831
-7% -$55.1K 0.3% 85
2016
Q1 		$795K Sell
12,007
-663
-5% -$39.8K 0.49% 57
2015
Q4 		$735K Buy
+12,670
New +$638K 0.48% 64

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

HighPoint Advisor Group's LULU Position: Q2 2026 in Review

HighPoint Advisor Group increased its lululemon athletica (LULU) stake by 2.8% in Q2 2026, buying an estimated $59.2K and bringing the position to 16,404 shares worth $1.87M. The position accounts for 0.07% of the portfolio, ranked #217.

HighPoint Advisor Group first reported a position in LULU in Q4 2015 and has held it in 20 quarters since. The position peaked at $4.96M in Q4 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • HighPoint Advisor Group held 16,404 shares of lululemon athletica worth $1.87M as of Q2 2026.
  • HighPoint Advisor Group bought 443 lululemon athletica shares in Q2 2026, an estimated $59.2K.
  • lululemon athletica made up 0.07% of HighPoint Advisor Group's portfolio in Q2 2026, its #217 holding.
  • HighPoint Advisor Group first reported a position in lululemon athletica in Q4 2015 and has held it in 20 quarters since.
  • HighPoint Advisor Group's lululemon athletica position peaked at $4.96M in Q4 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.