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Kestra Advisory Services’s lululemon athletica LULU Stock Holding History

Kestra Advisory Services’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
Q1 		$1.48M Buy
9,665
+1,509
+19% +$271K 0.01% 1481
2025
Q4 		$1.69M Sell
8,156
-4,932
-38% -$893K 0.01% 1312
2025
Q3 		$2.33M Sell
13,088
-2,652
-17% -$531K 0.01% 1068
2025
Q2 		$3.74M Buy
15,740
+3,273
+26% +$902K 0.02% 768
2025
Q1 		$3.53M Sell
12,467
-44
-0.4% -$16.1K 0.02% 728
2024
Q4 		$4.78M Buy
12,511
+692
+6% +$226K 0.03% 595
2024
Q3 		$3.21M Sell
11,819
-6,196
-34% -$1.64M 0.02% 738
2024
Q2 		$4.84M Buy
18,015
+1,672
+10% +$559K 0.03% 603
2024
Q1 		$6.38M Buy
16,343
+3,688
+29% +$1.7M 0.04% 443
2023
Q4 		$6.47M Buy
12,655
+721
+6% +$312K 0.05% 374
2023
Q3 		$4.6M Sell
11,934
-851
-7% -$325K 0.05% 415
2023
Q2 		$4.84M Buy
12,785
+1,783
+16% +$658K 0.05% 385
2023
Q1 		$4.01M Sell
11,002
-4,119
-27% -$1.29M 0.04% 413
2022
Q4 		$4.84M Buy
15,121
+3,772
+33% +$1.24M 0.04% 449
2022
Q3 		$3.17M Sell
11,349
-2,309
-17% -$716K 0.03% 500
2022
Q2 		$3.72M Buy
13,658
+2,997
+28% +$960K 0.04% 446
2022
Q1 		$3.89M Buy
10,661
+2,026
+23% +$659K 0.04% 442
2021
Q4 		$3.38M Buy
8,635
+562
+7% +$240K 0.03% 493
2021
Q3 		$3.27M Sell
8,073
-1,382
-15% -$554K 0.03% 534
2021
Q2 		$3.45M Sell
9,455
-353
-4% -$116K 0.04% 470
2021
Q1 		$3.01M Buy
9,808
+526
+6% +$173K 0.04% 476
2020
Q4 		$3.26M Buy
9,282
+9,165
+7,833% +$3.18M 0.04% 438
2020
Q3 		$2.52M Buy
+117
New +$39K 0.05% 374

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's LULU Position: Q1 2026 in Review

Kestra Advisory Services increased its lululemon athletica (LULU) stake by 19% in Q1 2026, buying an estimated $271K and bringing the position to 9,665 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1481.

Kestra Advisory Services first reported a position in LULU in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.47M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Kestra Advisory Services held 9,665 shares of lululemon athletica worth $1.48M as of Q1 2026.
  • Kestra Advisory Services bought 1,509 lululemon athletica shares in Q1 2026, an estimated $271K.
  • lululemon athletica made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1481 holding.
  • Kestra Advisory Services first reported a position in lululemon athletica in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's lululemon athletica position peaked at $6.47M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.