Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NW
NewEdge Wealth’s
lululemon athletica
LULU
Stock Holding History
NewEdge Wealth’s Portfolio
LULU Stock Details
LULU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-1,679
Closed
-$349K
–
1226
2025
Q4
$349K
Buy
+1,679
New
+$304K
﹤0.01%
968
2025
Q2
–
Sell
-2,432
Closed
-$688K
–
1003
2025
Q1
$688K
Buy
2,432
+39
+2%
+$14.3K
0.01%
550
2024
Q4
$915K
Sell
2,393
-156
-6%
-$50.9K
0.02%
505
2024
Q3
$692K
Sell
2,549
-54,927
-96%
-$14.6M
0.01%
541
2024
Q2
$17.2M
Sell
57,476
-1,254
-2%
-$419K
0.37%
75
2024
Q1
$20.6M
Buy
58,730
+58,246
+12,034%
+$26.9M
0.46%
58
2023
Q4
$247K
Buy
+484
New
+$209K
0.01%
662
2023
Q3
–
Sell
-598
Closed
-$226K
–
658
2023
Q2
$226K
Sell
598
-34
-5%
-$12.5K
0.01%
586
2023
Q1
$230K
Sell
632
-5,751
-90%
-$1.8M
0.01%
557
2022
Q4
$2.04M
Buy
6,383
+4
+0.1%
+$1.31K
0.09%
208
2022
Q3
$1.78M
Buy
6,379
+1,363
+27%
+$423K
0.08%
204
2022
Q2
$1.37M
Buy
+5,016
New
+$1.61M
0.06%
246
Other funds holding LULU
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Flossbach Von Storch
Cologne, Germany
$21.4B AUM
8.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close