KPWS
LULU icon

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
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 $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 Private Wealth Services's LULU Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its lululemon athletica (LULU) stake by 3.7% in Q1 2026, selling an estimated $63.1K and leaving 9,190 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #680.

Kestra Private Wealth Services first reported a position in LULU in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.89M in Q2 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Kestra Private Wealth Services held 9,190 shares of lululemon athletica worth $1.41M as of Q1 2026.
  • Kestra Private Wealth Services sold 352 lululemon athletica shares in Q1 2026, an estimated $63.1K.
  • lululemon athletica made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #680 holding.
  • Kestra Private Wealth Services first reported a position in lululemon athletica in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's lululemon athletica position peaked at $2.89M in Q2 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.