Lido Advisors
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Lido Advisors’s lululemon athletica LULU Stock Holding History

Lido 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
2023
Q1 		– Sell
-500
Closed -$160K – 1209
2022
Q4 		$160K Buy
+500
New +$164K ﹤0.01% 928

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

Lido Advisors's LULU Position: Q2 2026 in Review

Lido Advisors increased its lululemon athletica (LULU) stake by 24% in Q2 2026, buying an estimated $109K and bringing the position to 4,258 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Lido Advisors first reported a position in LULU in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.21M in Q4 2023. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Lido Advisors held 4,258 shares of lululemon athletica worth $486K as of Q2 2026.
  • Lido Advisors bought 817 lululemon athletica shares in Q2 2026, an estimated $109K.
  • lululemon athletica made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1494 holding.
  • Lido Advisors first reported a position in lululemon athletica in Q2 2018 and has held it in 32 quarters since.
  • Lido Advisors's lululemon athletica position peaked at $8.21M in Q4 2023.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.