N.E.W. Advisory Services’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.5K Buy
92
+1
+1% +$134 ﹤0.01% 645
2026
Q1
$13.9K Hold
91
﹤0.01% 571
2025
Q4
$18.9K Sell
91
-6
-6% -$1.09K ﹤0.01% 512
2025
Q3
$17.3K Buy
97
+2
+2% +$401 ﹤0.01% 490
2025
Q2
$22.6K Buy
95
+5
+6% +$1.38K ﹤0.01% 436
2025
Q1
$25.5K Buy
+90
New +$33K ﹤0.01% 461

Other funds holding LULU

N.E.W. Advisory Services's LULU Position: Q2 2026 in Review

N.E.W. Advisory Services increased its lululemon athletica (LULU) stake by 1.1% in Q2 2026, buying an estimated $134 and bringing the position to 92 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

N.E.W. Advisory Services first reported a position in LULU in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.5K in Q1 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • N.E.W. Advisory Services held 92 shares of lululemon athletica worth $10.5K as of Q2 2026.
  • N.E.W. Advisory Services bought 1 lululemon athletica share in Q2 2026, an estimated $134.
  • lululemon athletica made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #645 holding.
  • N.E.W. Advisory Services first reported a position in lululemon athletica in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's lululemon athletica position peaked at $25.5K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.