KIA
LULU icon

Knollwood Investment Advisory’s lululemon athletica LULU Stock Holding History

Knollwood Investment Advisory’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 		– Sell
-5,244
Closed -$1.09M – 312
2025
Q4 		$1.09M Sell
5,244
-1,095
-17% -$198K 0.1% 167
2025
Q3 		$1.13M Hold
6,339
– – 0.1% 177
2025
Q2 		$1.51M Hold
6,339
– – 0.14% 148
2025
Q1 		$1.79M Hold
6,339
– – 0.2% 125
2024
Q4 		$2.42M Hold
6,339
– – 0.25% 100
2024
Q3 		$1.72M Hold
6,339
– – 0.18% 133
2024
Q2 		$1.89M Buy
6,339
+4,542
+253% +$1.52M 0.21% 114
2024
Q1 		$702K Hold
1,797
– – 0.13% 126
2023
Q4 		$919K Buy
+1,797
New +$776K 0.19% 102

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's LULU Position: Q1 2026 in Review

Knollwood Investment Advisory sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 5,244 shares — an estimated $1.09M sold.

Knollwood Investment Advisory first reported a position in LULU in Q4 2023 and held it in 9 quarters. The position peaked at $2.42M in Q4 2024. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Knollwood Investment Advisory reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Knollwood Investment Advisory sold 5,244 lululemon athletica shares in Q1 2026, an estimated $1.09M.
  • Knollwood Investment Advisory first reported a position in lululemon athletica in Q4 2023 and held it in 9 quarters.
  • Knollwood Investment Advisory's lululemon athletica position peaked at $2.42M in Q4 2024.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.