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Marshall & Sterling Wealth Advisors’s lululemon athletica LULU Stock Holding History

Marshall & Sterling 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
-6
Closed -$919 – 348
2026
Q1 		$919 Hold
6
– – ﹤0.01% 311
2025
Q4 		$1.25K Hold
6
– – ﹤0.01% 304
2025
Q3 		$1.07K Buy
+6
New +$1.2K ﹤0.01% 588

Other funds holding LULU

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LULU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 6 shares — an estimated $919 sold.

Marshall & Sterling Wealth Advisors first reported a position in LULU in Q3 2025 and held it in 3 quarters. The position peaked at $1.25K in Q4 2025. 146 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 6 lululemon athletica shares in Q2 2026, an estimated $919.
  • Marshall & Sterling Wealth Advisors first reported a position in lululemon athletica in Q3 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's lululemon athletica position peaked at $1.25K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.