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NEOS Investment Management’s lululemon athletica LULU Stock Holding History

NEOS Investment 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 		$2.29M Sell
14,941
-519
-3% -$93K 0.01% 474
2025
Q4 		$3.21M Sell
15,460
-30,918
-67% -$5.6M 0.02% 397
2025
Q3 		$8.25M Buy
46,378
+18,119
+64% +$3.63M 0.06% 226
2025
Q2 		$6.71M Buy
28,259
+11,404
+68% +$3.14M 0.08% 201
2025
Q1 		$4.77M Buy
16,855
+4,121
+32% +$1.51M 0.09% 200
2024
Q4 		$4.87M Buy
12,734
+2,008
+19% +$656K 0.11% 164
2024
Q3 		$2.91M Buy
10,726
+915
+9% +$243K 0.09% 206
2024
Q2 		$2.93M Buy
9,811
+2,636
+37% +$881K 0.12% 157
2024
Q1 		$2.8M Buy
7,175
+1,554
+28% +$718K 0.17% 113
2023
Q4 		$2.87M Buy
5,621
+1,401
+33% +$605K 0.27% 72
2023
Q3 		$1.63M Buy
+4,220
New +$1.61M 0.21% 105

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

NEOS Investment Management's LULU Position: Q1 2026 in Review

NEOS Investment Management reduced its lululemon athletica (LULU) stake by 3.4% in Q1 2026, selling an estimated $93K and leaving 14,941 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #474.

NEOS Investment Management first reported a position in LULU in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.25M in Q3 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • NEOS Investment Management held 14,941 shares of lululemon athletica worth $2.29M as of Q1 2026.
  • NEOS Investment Management sold 519 lululemon athletica shares in Q1 2026, an estimated $93K.
  • lululemon athletica made up 0.01% of NEOS Investment Management's portfolio in Q1 2026, its #474 holding.
  • NEOS Investment Management first reported a position in lululemon athletica in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's lululemon athletica position peaked at $8.25M in Q3 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.