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Integrated Wealth Concepts’s lululemon athletica LULU Stock Holding History

Integrated Wealth Concepts’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 		$247K Sell
2,167
-6,842
-76% -$914K ﹤0.01% 2101
2026
Q1 		$1.38M Buy
+9,009
New +$1.61M 0.01% 940
2025
Q4 		– Sell
-1,230
Closed -$219K – 1881
2025
Q3 		$219K Sell
1,230
-1,237
-50% -$248K ﹤0.01% 1806
2025
Q2 		$586K Buy
2,467
+431
+21% +$119K 0.01% 1176
2025
Q1 		$576K Sell
2,036
-32
-2% -$11.7K 0.01% 1083
2024
Q4 		$791K Sell
2,068
-34
-2% -$11.1K 0.01% 924
2024
Q3 		$570K Sell
2,102
-586
-22% -$156K 0.01% 1025
2024
Q2 		$803K Buy
2,688
+500
+23% +$167K 0.01% 854
2024
Q1 		$855K Buy
2,188
+508
+30% +$235K 0.01% 826
2023
Q4 		$859K Buy
1,680
+215
+15% +$92.9K 0.01% 792
2023
Q3 		$565K Buy
1,465
+41
+3% +$15.7K 0.01% 927
2023
Q2 		$539K Buy
1,424
+585
+70% +$216K 0.01% 957
2023
Q1 		$306K Sell
839
-186
-18% -$58.3K 0.01% 1048
2022
Q4 		$328K Sell
1,025
-69
-6% -$22.7K 0.01% 788
2022
Q3 		$306K Sell
1,094
-861
-44% -$267K 0.01% 728
2022
Q2 		$533K Buy
1,955
+229
+13% +$73.4K 0.02% 583
2022
Q1 		$630K Sell
1,726
-1,130
-40% -$368K 0.02% 520
2021
Q4 		$1.12M Buy
2,856
+74
+3% +$31.6K 0.03% 384
2021
Q3 		$1.13M Buy
2,782
+3
+0.1% +$1.2K 0.04% 357
2021
Q2 		$1.01M Buy
2,779
+197
+8% +$64.9K 0.04% 352
2021
Q1 		$792K Buy
2,582
+219
+9% +$71.9K 0.03% 347
2020
Q4 		$822K Buy
2,363
+363
+18% +$126K 0.04% 287
2020
Q3 		$659K Buy
2,000
+249
+14% +$83.1K 0.04% 289
2020
Q2 		$546K Buy
1,751
+540
+45% +$138K 0.04% 269
2020
Q1 		$230K Sell
1,211
-83
-6% -$18.6K 0.02% 365
2019
Q4 		$300K Buy
1,294
+98
+8% +$20.9K 0.03% 368
2019
Q3 		$230K Buy
+1,196
New +$224K 0.03% 377

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

Integrated Wealth Concepts's LULU Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its lululemon athletica (LULU) stake by 76% in Q2 2026, selling an estimated $914K and leaving 2,167 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Integrated Wealth Concepts first reported a position in LULU in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.38M in Q1 2026. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Integrated Wealth Concepts held 2,167 shares of lululemon athletica worth $247K as of Q2 2026.
  • Integrated Wealth Concepts sold 6,842 lululemon athletica shares in Q2 2026, an estimated $914K.
  • lululemon athletica made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2101 holding.
  • Integrated Wealth Concepts first reported a position in lululemon athletica in Q3 2019 and has held it in 27 quarters since.
  • Integrated Wealth Concepts's lululemon athletica position peaked at $1.38M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.