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Northern Financial Advisors’s lululemon athletica LULU Stock Holding History

Northern Financial 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 		– Sell
-3,057
Closed -$468K – 108
2026
Q1 		$468K Buy
3,057
+1,738
+132% +$312K 0.34% 78
2025
Q4 		$274K Buy
+1,319
New +$239K 0.31% 78
2024
Q2 		– Sell
-611
Closed -$239K – 112
2024
Q1 		$239K Buy
+611
New +$282K 0.19% 109

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

Northern Financial Advisors's LULU Position: Q2 2026 in Review

Northern Financial Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 3,057 shares — an estimated $468K sold.

Northern Financial Advisors first reported a position in LULU in Q1 2024 and held it in 3 quarters. The position peaked at $468K in Q1 2026. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Northern Financial Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Northern Financial Advisors sold 3,057 lululemon athletica shares in Q2 2026, an estimated $468K.
  • Northern Financial Advisors first reported a position in lululemon athletica in Q1 2024 and held it in 3 quarters.
  • Northern Financial Advisors's lululemon athletica position peaked at $468K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.