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Perfromance Wealth Partners’s lululemon athletica LULU Stock Holding History

Perfromance 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 		– Sell
-2,550
Closed -$390K – 243
2026
Q1 		$390K Buy
+2,550
New +$457K 0.01% 145
2025
Q1 		– Sell
-632
Closed -$242K – 184
2024
Q4 		$242K Buy
+632
New +$206K 0.01% 156
2024
Q2 		– Sell
-1,559
Closed -$609K – 176
2024
Q1 		$609K Sell
1,559
-85
-5% -$39.3K 0.03% 82
2023
Q4 		$841K Sell
1,644
-75
-4% -$32.4K 0.04% 77
2023
Q3 		$663K Hold
1,719
– – 0.03% 91
2023
Q2 		$646K Sell
1,719
-45
-3% -$16.6K 0.03% 98
2023
Q1 		$642K Buy
+1,764
New +$553K 0.03% 95

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

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

Perfromance Wealth Partners sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 2,550 shares — an estimated $390K sold.

Perfromance Wealth Partners first reported a position in LULU in Q1 2023 and held it in 7 quarters. The position peaked at $841K in Q4 2023. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Perfromance Wealth Partners reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Perfromance Wealth Partners sold 2,550 lululemon athletica shares in Q2 2026, an estimated $390K.
  • Perfromance Wealth Partners first reported a position in lululemon athletica in Q1 2023 and held it in 7 quarters.
  • Perfromance Wealth Partners's lululemon athletica position peaked at $841K in Q4 2023.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.