NIM
LULU icon

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
Q2 		$1.86M Buy
16,274
+1,333
+9% +$178K 0.01% 528
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 $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
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

NEOS Investment Management's LULU Position: Q2 2026 in Review

NEOS Investment Management increased its lululemon athletica (LULU) stake by 8.9% in Q2 2026, buying an estimated $178K and bringing the position to 16,274 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #528.

NEOS Investment Management first reported a position in LULU in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.25M in Q3 2025. 848 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • NEOS Investment Management held 16,274 shares of lululemon athletica worth $1.86M as of Q2 2026.
  • NEOS Investment Management bought 1,333 lululemon athletica shares in Q2 2026, an estimated $178K.
  • lululemon athletica made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #528 holding.
  • NEOS Investment Management first reported a position in lululemon athletica in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's lululemon athletica position peaked at $8.25M in Q3 2025.
  • 848 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.