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Moran Wealth Management’s lululemon athletica LULU Stock Holding History

Moran 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
Q2 		– Sell
-33,342
Closed -$5.1M – 530
2026
Q1 		$5.1M Buy
33,342
+2,098
+7% +$376K 0.16% 192
2025
Q4 		$6.49M Buy
31,244
+18,205
+140% +$3.3M 0.2% 156
2025
Q3 		$2.32M Sell
13,039
-12,137
-48% -$2.43M 0.07% 268
2025
Q2 		$5.98M Buy
+25,176
New +$6.94M 0.18% 154
2024
Q2 		– Sell
-804
Closed -$314K – 416
2024
Q1 		$314K Buy
804
+307
+62% +$142K 0.01% 372
2023
Q4 		$254K Buy
+497
New +$215K 0.01% 371

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

Moran Wealth Management's LULU Position: Q2 2026 in Review

Moran Wealth Management sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 33,342 shares — an estimated $5.1M sold.

Moran Wealth Management first reported a position in LULU in Q4 2023 and held it in 6 quarters. The position peaked at $6.49M in Q4 2025. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Moran Wealth Management reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 33,342 lululemon athletica shares in Q2 2026, an estimated $5.1M.
  • Moran Wealth Management first reported a position in lululemon athletica in Q4 2023 and held it in 6 quarters.
  • Moran Wealth Management's lululemon athletica position peaked at $6.49M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.