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Kingswood Wealth Advisors’s lululemon athletica LULU Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-2,677
Closed -$410K – 1031
2026
Q1 		$410K Buy
2,677
+290
+12% +$52K 0.02% 600
2025
Q4 		$496K Sell
2,387
-2,924
-55% -$530K 0.02% 526
2025
Q3 		$945K Buy
+5,311
New +$1.06M 0.06% 324
2025
Q2 		– Sell
-784
Closed -$222K – 773
2025
Q1 		$222K Buy
784
+6
+0.8% +$2.2K 0.02% 649
2024
Q4 		$298K Sell
778
-51
-6% -$16.6K 0.02% 609
2024
Q3 		$225K Sell
829
-421
-34% -$112K 0.02% 642
2024
Q2 		$373K Buy
1,250
+361
+41% +$121K 0.03% 467
2024
Q1 		$347K Sell
889
-208
-19% -$96.2K 0.04% 439
2023
Q4 		$561K Buy
1,097
+203
+23% +$87.7K 0.06% 315
2023
Q3 		$345K Buy
894
+160
+22% +$61.1K 0.06% 307
2023
Q2 		$278K Buy
+734
New +$271K 0.09% 207

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

Kingswood Wealth Advisors's LULU Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 2,677 shares — an estimated $410K sold.

Kingswood Wealth Advisors first reported a position in LULU in Q2 2023 and held it in 11 quarters. The position peaked at $945K in Q3 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,677 lululemon athletica shares in Q2 2026, an estimated $410K.
  • Kingswood Wealth Advisors first reported a position in lululemon athletica in Q2 2023 and held it in 11 quarters.
  • Kingswood Wealth Advisors's lululemon athletica position peaked at $945K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.