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Moss Adams Wealth Advisors’s lululemon athletica LULU Stock Holding History

Moss Adams 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
Q1 		– Sell
-1,216
Closed -$253K – 286
2025
Q4 		$253K Buy
+1,216
New +$220K 0.02% 222
2025
Q1 		– Sell
-576
Closed -$220K – 229
2024
Q4 		$220K Buy
+576
New +$188K 0.02% 187

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

Moss Adams Wealth Advisors's LULU Position: Q1 2026 in Review

Moss Adams Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,216 shares — an estimated $253K sold.

Moss Adams Wealth Advisors first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Moss Adams Wealth Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,216 lululemon athletica shares in Q1 2026, an estimated $253K.
  • Moss Adams Wealth Advisors first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's lululemon athletica position peaked at $253K in Q4 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.