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Net Worth Advisory Group’s lululemon athletica LULU Stock Holding History

Net Worth Advisory Group’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
-1,255
Closed -$261K – 458
2025
Q4 		$261K Sell
1,255
-263
-17% -$47.6K 0.05% 369
2025
Q3 		$270K Sell
1,518
-190
-11% -$38.1K 0.08% 319
2025
Q2 		$406K Sell
1,708
-51
-3% -$14K 0.09% 226
2025
Q1 		$498K Buy
1,759
+534
+44% +$196K 0.16% 158
2024
Q4 		$468K Sell
1,225
-58
-5% -$18.9K 0.14% 180
2024
Q3 		$348K Buy
+1,283
New +$340K 0.1% 228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Net Worth Advisory Group's LULU Position: Q1 2026 in Review

Net Worth Advisory Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,255 shares — an estimated $261K sold.

Net Worth Advisory Group first reported a position in LULU in Q3 2024 and held it in 6 quarters. The position peaked at $498K in Q1 2025. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Net Worth Advisory Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,255 lululemon athletica shares in Q1 2026, an estimated $261K.
  • Net Worth Advisory Group first reported a position in lululemon athletica in Q3 2024 and held it in 6 quarters.
  • Net Worth Advisory Group's lululemon athletica position peaked at $498K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Net Worth Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.