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Park Square Financial Group’s lululemon athletica LULU Stock Holding History

Park Square Financial Group’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
-37
Closed -$14.1K – 296
2025
Q4 		$14.1K Buy
+37
New +$6.7K 0.08% 119
2025
Q3 		– Sell
-292
Closed -$69.4K – 670
2025
Q2 		$69.4K Sell
292
-20
-6% -$5.51K 0.05% 250
2025
Q1 		$88.3K Sell
312
-45
-13% -$16.5K 0.07% 188
2024
Q4 		$137K Buy
+357
New +$117K 0.09% 130

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

Park Square Financial Group's LULU Position: Q1 2026 in Review

Park Square Financial Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 37 shares — an estimated $14.1K sold.

Park Square Financial Group first reported a position in LULU in Q4 2024 and held it in 4 quarters. The position peaked at $137K in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Park Square Financial Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 37 lululemon athletica shares in Q1 2026, an estimated $14.1K.
  • Park Square Financial Group first reported a position in lululemon athletica in Q4 2024 and held it in 4 quarters.
  • Park Square Financial Group's lululemon athletica position peaked at $137K in Q4 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.