Osaic Holdings
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Osaic Holdings’s lululemon athletica LULU Stock Holding History

Osaic Holdings’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
2025
Q2 		– Sell
-2
Closed -$232 – 7823
2025
Q1 		$232 Buy
+2
New +$734 ﹤0.01% 7149
2024
Q4 		– Sell
-10
Closed -$1.81K – 7543
2024
Q3 		$1.81K Buy
+10
New +$2.65K ﹤0.01% 6653
2023
Q4 		– Sell
-1
Closed -$9.36K – 7398
2023
Q3 		$9.36K Hold
1
– – ﹤0.01% 5940
2023
Q2 		$9.5K Hold
1
– – ﹤0.01% 5996
2023
Q1 		$9.17K Buy
+1
New +$314 ﹤0.01% 6027

Other funds holding LULU

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings's LULU Position: Q1 2026 in Review

Osaic Holdings reduced its lululemon athletica (LULU) stake by 13% in Q1 2026, selling an estimated $790K and leaving 28,335 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #1450.

Osaic Holdings first reported a position in LULU in Q1 2020 and has held it in 25 quarters since. The position peaked at $24.3M in Q4 2023. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Osaic Holdings held 28,335 shares of lululemon athletica worth $4.34M as of Q1 2026.
  • Osaic Holdings sold 4,408 lululemon athletica shares in Q1 2026, an estimated $790K.
  • lululemon athletica made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1450 holding.
  • Osaic Holdings first reported a position in lululemon athletica in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's lululemon athletica position peaked at $24.3M in Q4 2023.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.