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Physician Wealth Advisors’s lululemon athletica LULU Stock Holding History

Physician Wealth 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 		$17.6K Sell
154
-474
-75% -$63.3K ﹤0.01% 707
2026
Q1 		$96.1K Sell
628
-175
-22% -$31.4K 0.01% 286
2025
Q4 		$167K Buy
803
+19
+2% +$3.44K 0.02% 222
2025
Q3 		$139K Buy
784
+23
+3% +$4.61K 0.02% 238
2025
Q2 		$181K Sell
761
-3
-0.4% -$826 0.03% 201
2025
Q1 		$216K Buy
764
+1
+0.1% +$367 0.04% 168
2024
Q4 		$292K Buy
763
+2
+0.3% +$653 0.05% 140
2024
Q3 		$219K Sell
761
-2
-0.3% -$531 0.04% 175
2024
Q2 		$223K Buy
763
+2
+0.3% +$669 0.04% 164
2024
Q1 		$258K Hold
761
– – 0.05% 136
2023
Q4 		$367K Hold
761
– – 0.08% 104
2023
Q3 		$284K Hold
761
– – 0.07% 109
2023
Q2 		$289K Hold
761
– – 0.07% 114
2023
Q1 		$282K Hold
761
– – 0.07% 114
2022
Q4 		$237K Sell
761
-10
-1% -$3.29K 0.06% 135
2022
Q3 		$239K Sell
771
-192
-20% -$59.5K 0.07% 127
2022
Q2 		$299K Hold
963
– – 0.09% 115
2022
Q1 		$351K Buy
963
+192
+25% +$62.5K 0.09% 108
2021
Q4 		$274K Sell
771
-15
-2% -$6.41K 0.07% 136
2021
Q3 		$317K Hold
786
– – 0.09% 116
2021
Q2 		$311K Sell
786
-220
-22% -$72.5K 0.09% 116
2021
Q1 		$301K Buy
1,006
+220
+28% +$72.2K 0.1% 111
2020
Q4 		$265K Sell
786
-25
-3% -$8.68K 0.09% 114
2020
Q3 		$256K Sell
811
-180
-18% -$60.1K 0.1% 110
2020
Q2 		$341K Sell
991
-209
-17% -$53.4K 0.14% 91
2020
Q1 		$255K Sell
1,200
-345
-22% -$77.2K 0.13% 91
2019
Q4 		$379K Hold
1,545
– – 0.17% 73
2019
Q3 		$343K Buy
+1,545
New +$289K 0.17% 73

Other funds holding LULU

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Physician Wealth Advisors's LULU Position: Q2 2026 in Review

Physician Wealth Advisors reduced its lululemon athletica (LULU) stake by 75% in Q2 2026, selling an estimated $63.3K and leaving 154 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Physician Wealth Advisors first reported a position in LULU in Q3 2019 and has held it in 28 quarters since. The position peaked at $379K in Q4 2019. 146 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Physician Wealth Advisors held 154 shares of lululemon athletica worth $17.6K as of Q2 2026.
  • Physician Wealth Advisors sold 474 lululemon athletica shares in Q2 2026, an estimated $63.3K.
  • lululemon athletica made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #707 holding.
  • Physician Wealth Advisors first reported a position in lululemon athletica in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's lululemon athletica position peaked at $379K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.