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ORG Wealth Partners’s lululemon athletica LULU Stock Holding History

ORG Wealth Partners’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 		$7.19K Hold
63
– – ﹤0.01% 559
2026
Q1 		$9.64K Buy
63
+10
+19% +$1.79K ﹤0.01% 509
2025
Q4 		$11K Hold
53
– – ﹤0.01% 460
2025
Q3 		$9.43K Hold
53
– – ﹤0.01% 474
2025
Q2 		$13K Buy
53
+8
+18% +$2.2K ﹤0.01% 472
2025
Q1 		$12.6K Buy
45
+43
+2,150% +$15.8K ﹤0.01% 508
2024
Q4 		$764 Hold
2
– – ﹤0.01% 484
2024
Q3 		$542 Buy
+2
New +$531 ﹤0.01% 456

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

ORG Wealth Partners's LULU Position: Q2 2026 in Review

ORG Wealth Partners held its lululemon athletica (LULU) position steady in Q2 2026 at 63 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

ORG Wealth Partners first reported a position in LULU in Q3 2024 and has held it in 8 quarters since. The position peaked at $13K in Q2 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • ORG Wealth Partners held 63 shares of lululemon athletica worth $7.19K as of Q2 2026.
  • ORG Wealth Partners left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #559 holding.
  • ORG Wealth Partners first reported a position in lululemon athletica in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's lululemon athletica position peaked at $13K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.