Marshall Wace
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Marshall Wace’s lululemon athletica LULU Stock Holding History

Marshall Wace’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 		$34.3K Buy
300
+100
+50% +$13.4K ﹤0.01% 3020
2026
Q1 		$30.6K Sell
200
-500
-71% -$89.6K ﹤0.01% 3018
2025
Q4 		$145K Sell
700
-435,200
-100% -$78.8M ﹤0.01% 2656
2025
Q3 		$77.6M Buy
435,900
+352,100
+420% +$70.6M 0.08% 221
2025
Q2 		$19.9M Buy
+83,800
New +$23.1M 0.02% 585
2024
Q2 		– Sell
-89,000
Closed -$31.4M – 2773
2024
Q1 		$31.4M Buy
+89,000
New +$41.1M 0.05% 362

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

Marshall Wace's LULU Position: Q2 2026 in Review

Marshall Wace reduced its lululemon athletica (LULU) stake by 64% in Q2 2026, selling an estimated $90.5M and leaving 380,476 shares worth $43.4M. The position accounts for 0.03% of the portfolio, ranked #428.

Marshall Wace first reported a position in LULU in Q1 2014 and has held it in 40 quarters since. The position peaked at $493M in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Marshall Wace held 380,476 shares of lululemon athletica worth $43.4M as of Q2 2026.
  • Marshall Wace sold 677,172 lululemon athletica shares in Q2 2026, an estimated $90.5M.
  • lululemon athletica made up 0.03% of Marshall Wace's portfolio in Q2 2026, its #428 holding.
  • Marshall Wace first reported a position in lululemon athletica in Q1 2014 and has held it in 40 quarters since.
  • Marshall Wace's lululemon athletica position peaked at $493M in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.