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Modera Wealth Management’s lululemon athletica LULU Stock Holding History

Modera Wealth Management’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
-1,218
Closed -$253K – 655
2025
Q4 		$253K Buy
1,218
+7
+0.6% +$1.27K ﹤0.01% 579
2025
Q3 		$215K Sell
1,211
-56
-4% -$11.2K ﹤0.01% 619
2025
Q2 		$301K Buy
1,267
+101
+9% +$27.8K ﹤0.01% 537
2025
Q1 		$330K Sell
1,166
-87
-7% -$31.9K ﹤0.01% 496
2024
Q4 		$479K Buy
+1,253
New +$409K 0.01% 450
2017
Q2 		– Sell
-7,741
Closed -$402K – 122
2017
Q1 		$402K Hold
7,741
– – 0.1% 74
2016
Q4 		$503K Buy
+7,741
New +$462K 0.17% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Modera Wealth Management's LULU Position: Q1 2026 in Review

Modera Wealth Management sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,218 shares — an estimated $253K sold.

Modera Wealth Management first reported a position in LULU in Q4 2016 and held it in 7 quarters. The position peaked at $503K in Q4 2016. 956 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Modera Wealth Management reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 1,218 lululemon athletica shares in Q1 2026, an estimated $253K.
  • Modera Wealth Management first reported a position in lululemon athletica in Q4 2016 and held it in 7 quarters.
  • Modera Wealth Management's lululemon athletica position peaked at $503K in Q4 2016.
  • 956 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.