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Newbridge Financial Services Group’s lululemon athletica LULU Stock Holding History

Newbridge Financial Services 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
Q2 		$3.54K Hold
31
– – ﹤0.01% 1017
2026
Q1 		$4.75K Sell
31
-102
-77% -$18.3K ﹤0.01% 923
2025
Q4 		$27.6K Sell
133
-77
-37% -$13.9K ﹤0.01% 569
2025
Q3 		$37.4K Sell
210
-53
-20% -$10.6K 0.01% 576
2025
Q2 		$62.5K Sell
263
-35
-12% -$9.64K 0.01% 464
2025
Q1 		$84.4K Buy
298
+35
+13% +$12.8K 0.02% 283
2024
Q4 		$101K Buy
+263
New +$85.9K 0.03% 280
2024
Q3 		– Sell
-210
Closed -$62.7K – 916
2024
Q2 		$62.7K Buy
210
+23
+12% +$7.69K 0.02% 336
2024
Q1 		$73.1K Sell
187
-69
-27% -$31.9K 0.03% 331
2023
Q4 		$131K Sell
256
-47
-16% -$20.3K 0.06% 239
2023
Q3 		$117K Buy
303
+85
+39% +$32.5K 0.06% 265
2023
Q2 		$82.5K Buy
218
+32
+17% +$11.8K 0.04% 350
2023
Q1 		$67.7K Hold
186
– – 0.04% 397
2022
Q4 		$59.6K Buy
186
+25
+16% +$8.22K 0.03% 414
2022
Q3 		$45K Hold
161
– – 0.03% 478
2022
Q2 		$44K Sell
161
-31
-16% -$9.93K 0.03% 432
2022
Q1 		$70K Buy
192
+1
+0.5% +$325 0.03% 387
2021
Q4 		$75K Hold
191
– – 0.04% 365
2021
Q3 		$77K Sell
191
-304
-61% -$122K 0.05% 308
2021
Q2 		$181K Buy
495
+250
+102% +$82.3K 0.11% 191
2021
Q1 		$75K Buy
245
+44
+22% +$14.4K 0.06% 308
2020
Q4 		$70K Buy
201
+150
+294% +$52.1K 0.06% 263
2020
Q3 		$17K Buy
+51
New +$17K 0.02% 547

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

Newbridge Financial Services Group's LULU Position: Q2 2026 in Review

Newbridge Financial Services Group held its lululemon athletica (LULU) position steady in Q2 2026 at 31 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Newbridge Financial Services Group first reported a position in LULU in Q3 2020 and has held it in 23 quarters since. The position peaked at $181K in Q2 2021. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Newbridge Financial Services Group held 31 shares of lululemon athletica worth $3.54K as of Q2 2026.
  • Newbridge Financial Services Group left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1017 holding.
  • Newbridge Financial Services Group first reported a position in lululemon athletica in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's lululemon athletica position peaked at $181K in Q2 2021.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.