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Operose Advisors’s lululemon athletica LULU Stock Holding History

Operose 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
Closed -$459 – 614
2026
Q1 		$459 Sell
3
-990
-100% -$177K ﹤0.01% 567
2025
Q4 		$206K Hold
993
– – 0.05% 148
2025
Q3 		$177K Hold
993
– – 0.04% 156
2025
Q2 		$236K Buy
+993
New +$274K 0.07% 119
2024
Q4 		– Sell
-74
Closed -$20.1K – 551
2024
Q3 		$20.1K Sell
74
-45
-38% -$11.9K 0.01% 405
2024
Q2 		$35.5K Hold
119
– – 0.01% 277
2024
Q1 		$46.5K Sell
119
-83
-41% -$38.4K 0.02% 251
2023
Q4 		$103K Sell
202
-193
-49% -$83.4K 0.04% 155
2023
Q3 		$152K Buy
395
+350
+778% +$134K 0.06% 161
2023
Q2 		$17K Hold
45
– – 0.01% 249
2023
Q1 		$16.4K Hold
45
– – 0.01% 242
2022
Q4 		$14.4K Hold
45
– – 0.01% 248
2022
Q3 		$13K Hold
45
– – 0.01% 241
2022
Q2 		$12K Hold
45
– – 0.01% 227
2022
Q1 		$16K Buy
+45
New +$14.6K 0.01% 228

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

Operose Advisors's LULU Position: Q2 2026 in Review

Operose Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 3 shares — an estimated $459 sold.

Operose Advisors first reported a position in LULU in Q1 2022 and held it in 15 quarters. The position peaked at $236K in Q2 2025. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Operose Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 3 lululemon athletica shares in Q2 2026, an estimated $459.
  • Operose Advisors first reported a position in lululemon athletica in Q1 2022 and held it in 15 quarters.
  • Operose Advisors's lululemon athletica position peaked at $236K in Q2 2025.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.