NIWA
LULU icon

New Insight Wealth Advisors’s lululemon athletica LULU Stock Holding History

New Insight 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
Q2 		$748K Buy
6,548
+1,345
+26% +$180K 0.22% 64
2026
Q1 		$797K Buy
5,203
+3,246
+166% +$582K 0.29% 57
2025
Q4 		$407K Buy
+1,957
New +$355K 0.15% 82

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

New Insight Wealth Advisors's LULU Position: Q2 2026 in Review

New Insight Wealth Advisors increased its lululemon athletica (LULU) stake by 26% in Q2 2026, buying an estimated $180K and bringing the position to 6,548 shares worth $748K. The position accounts for 0.22% of the portfolio, ranked #64.

New Insight Wealth Advisors first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $797K in Q1 2026. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • New Insight Wealth Advisors held 6,548 shares of lululemon athletica worth $748K as of Q2 2026.
  • New Insight Wealth Advisors bought 1,345 lululemon athletica shares in Q2 2026, an estimated $180K.
  • lululemon athletica made up 0.22% of New Insight Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • New Insight Wealth Advisors first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • New Insight Wealth Advisors's lululemon athletica position peaked at $797K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.