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Horizon Investments’s lululemon athletica LULU Stock Holding History

Horizon 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
Q2 		$545K Buy
4,772
+85
+2% +$11.4K 0.01% 859
2026
Q1 		$718K Buy
4,687
+83
+2% +$14.9K 0.01% 775
2025
Q4 		$957K Sell
4,604
-17
-0.4% -$3.08K 0.01% 642
2025
Q3 		$822K Buy
4,621
+1,071
+30% +$215K 0.01% 673
2025
Q2 		$843K Buy
3,550
+1,940
+120% +$534K 0.01% 606
2025
Q1 		$456K Buy
1,610
+38
+2% +$13.9K 0.01% 388
2024
Q4 		$601K Buy
1,572
+12
+0.8% +$3.92K 0.02% 335
2024
Q3 		$423K Sell
1,560
-384
-20% -$102K 0.01% 389
2024
Q2 		$581K Hold
1,944
– – 0.02% 342
2024
Q1 		$759K Sell
1,944
-105
-5% -$48.5K 0.02% 287
2023
Q4 		$1.05M Buy
+2,049
New +$885K 0.03% 225

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

Horizon Investments's LULU Position: Q2 2026 in Review

Horizon Investments increased its lululemon athletica (LULU) stake by 1.8% in Q2 2026, buying an estimated $11.4K and bringing the position to 4,772 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #859.

Horizon Investments first reported a position in LULU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2023. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Horizon Investments held 4,772 shares of lululemon athletica worth $545K as of Q2 2026.
  • Horizon Investments bought 85 lululemon athletica shares in Q2 2026, an estimated $11.4K.
  • lululemon athletica made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #859 holding.
  • Horizon Investments first reported a position in lululemon athletica in Q4 2023 and has held it in 11 quarters since.
  • Horizon Investments's lululemon athletica position peaked at $1.05M in Q4 2023.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.