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Kestra Private Wealth Services’s lululemon athletica LULU Stock Holding History

Kestra Private Wealth 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
Q2 		$537K Sell
4,703
-4,487
-49% -$599K 0.01% 1196
2026
Q1 		$1.41M Sell
9,190
-352
-4% -$63.1K 0.02% 680
2025
Q4 		$1.98M Sell
9,542
-5,506
-37% -$997K 0.02% 546
2025
Q3 		$2.68M Buy
15,048
+2,893
+24% +$580K 0.03% 447
2025
Q2 		$2.89M Buy
12,155
+6,941
+133% +$1.91M 0.04% 403
2025
Q1 		$1.48M Sell
5,214
-252
-5% -$92.4K 0.02% 546
2024
Q4 		$2.09M Buy
5,466
+589
+12% +$192K 0.04% 427
2024
Q3 		$1.32M Sell
4,877
-4,047
-45% -$1.07M 0.02% 529
2024
Q2 		$2.67M Buy
8,924
+3,201
+56% +$1.07M 0.05% 327
2024
Q1 		$2.24M Buy
5,723
+1,465
+34% +$677K 0.05% 346
2023
Q4 		$2.18M Buy
4,258
+225
+6% +$97.2K 0.06% 327
2023
Q3 		$1.56M Buy
4,033
+77
+2% +$29.4K 0.05% 358
2023
Q2 		$1.5M Buy
3,956
+185
+5% +$68.3K 0.05% 351
2023
Q1 		$1.37M Buy
3,771
+17
+0.5% +$5.33K 0.05% 343
2022
Q4 		$1.2M Sell
3,754
-496
-12% -$163K 0.06% 328
2022
Q3 		$1.19M Buy
4,250
+110
+3% +$34.1K 0.07% 303
2022
Q2 		$1.13M Sell
4,140
-224
-5% -$71.8K 0.06% 317
2022
Q1 		$1.59M Sell
4,364
-123
-3% -$40K 0.08% 257
2021
Q4 		$1.76M Buy
4,487
+35
+0.8% +$15K 0.08% 253
2021
Q3 		$1.8M Buy
4,452
+321
+8% +$129K 0.1% 222
2021
Q2 		$1.51M Sell
4,131
-2
-0% -$659 0.09% 248
2021
Q1 		$1.27M Sell
4,133
-212
-5% -$69.6K 0.09% 248
2020
Q4 		$1.52M Buy
4,345
+754
+21% +$262K 0.11% 199
2020
Q3 		$1.18M Buy
+3,591
New +$1.2M 0.1% 210

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

Kestra Private Wealth Services's LULU Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its lululemon athletica (LULU) stake by 49% in Q2 2026, selling an estimated $599K and leaving 4,703 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1196.

Kestra Private Wealth Services first reported a position in LULU in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.89M in Q2 2025. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Kestra Private Wealth Services held 4,703 shares of lululemon athletica worth $537K as of Q2 2026.
  • Kestra Private Wealth Services sold 4,487 lululemon athletica shares in Q2 2026, an estimated $599K.
  • lululemon athletica made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1196 holding.
  • Kestra Private Wealth Services first reported a position in lululemon athletica in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's lululemon athletica position peaked at $2.89M in Q2 2025.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.