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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
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 $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

New Insight Wealth Advisors's LULU Position: Q1 2026 in Review

New Insight Wealth Advisors increased its lululemon athletica (LULU) stake by 166% in Q1 2026, buying an estimated $582K and bringing the position to 5,203 shares worth $797K. The position accounts for 0.29% of the portfolio, ranked #57.

New Insight Wealth Advisors first reported a position in LULU in Q4 2025 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • New Insight Wealth Advisors held 5,203 shares of lululemon athletica worth $797K as of Q1 2026.
  • New Insight Wealth Advisors bought 3,246 lululemon athletica shares in Q1 2026, an estimated $582K.
  • lululemon athletica made up 0.29% of New Insight Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • New Insight Wealth Advisors first reported a position in lululemon athletica in Q4 2025 and has held it in 2 quarters since.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.