Kovitz Investment Group Partners’s lululemon athletica LULU Stock Holding History

Kovitz Investment Group Partners’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	$3.21M	Buy	+28,104	New	+$3.75M	0.07%	171
2025 Q4	–	Sell	-397,874	Closed	-$70.8M	–	957
2025 Q3	$70.8M	Buy	397,874 +24,519	+7%	+$4.91M	0.28%	78
2025 Q2	$88.7M	Buy	373,355 +62,612	+20%	+$17.2M	0.38%	70
2025 Q1	$88M	Buy	310,743 +11,985	+4%	+$4.4M	0.44%	64
2024 Q4	$114M	Buy	298,758 +295,499	+9,067%	+$96.5M	0.56%	46
2024 Q3	$424K	Sell	3,259 -543	-14%	-$144K	﹤0.01%	785
2024 Q2	$1.14M	Buy	3,802 +2,358	+163%	+$788K	0.01%	514
2024 Q1	$564K	Buy	+1,444	New	+$668K	0.01%	488

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's LULU Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in lululemon athletica (LULU) in Q2 2026: 28,104 shares worth $3.21M. The stake represents 0.07% of the portfolio and ranks #171 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in LULU as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in LULU in Q1 2024 and has held it in 8 quarters since. The position peaked at $114M in Q4 2024. 845 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Kovitz Investment Group Partners held 28,104 shares of lululemon athletica worth $3.21M as of Q2 2026.
lululemon athletica was a new Kovitz Investment Group Partners position in Q2 2026.
lululemon athletica made up 0.07% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #171 holding.
Kovitz Investment Group Partners first reported a position in lululemon athletica in Q1 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's lululemon athletica position peaked at $114M in Q4 2024.
845 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.