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MASECO Private Wealth’s lululemon athletica LULU Stock Holding History

MASECO Private Wealth’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
-251
Closed -$52.2K – 500
2025
Q4 		$52.2K Buy
+251
New +$45.5K ﹤0.01% 173
2025
Q3 		– Sell
-261
Closed -$62K – 410
2025
Q2 		$62K Buy
+261
New +$71.9K ﹤0.01% 156

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

MASECO Private Wealth's LULU Position: Q1 2026 in Review

MASECO Private Wealth sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 251 shares — an estimated $52.2K sold.

MASECO Private Wealth first reported a position in LULU in Q2 2025 and held it in 2 quarters. The position peaked at $62K in Q2 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • MASECO Private Wealth reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 251 lululemon athletica shares in Q1 2026, an estimated $52.2K.
  • MASECO Private Wealth first reported a position in lululemon athletica in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's lululemon athletica position peaked at $62K in Q2 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.