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NewEdge Wealth’s lululemon athletica LULU Stock Holding History

NewEdge Wealth’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
-1,679
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
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

NewEdge Wealth's LULU Position: Q1 2026 in Review

NewEdge Wealth sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,679 shares — an estimated $349K sold.

NewEdge Wealth first reported a position in LULU in Q2 2022 and held it in 12 quarters. The position peaked at $20.6M in Q1 2024. 957 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • NewEdge Wealth reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,679 lululemon athletica shares in Q1 2026, an estimated $349K.
  • NewEdge Wealth first reported a position in lululemon athletica in Q2 2022 and held it in 12 quarters.
  • NewEdge Wealth's lululemon athletica position peaked at $20.6M in Q1 2024.
  • 957 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.