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Plan Group Financial’s lululemon athletica LULU Stock Holding History

Plan Group Financial’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
-1,466
Closed -$224K – 265
2026
Q1 		$224K Buy
1,466
+296
+25% +$53.1K 0.05% 203
2025
Q4 		$243K Buy
+1,170
New +$212K 0.06% 171

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

Plan Group Financial's LULU Position: Q2 2026 in Review

Plan Group Financial sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,466 shares — an estimated $224K sold.

Plan Group Financial first reported a position in LULU in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Plan Group Financial reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 1,466 lululemon athletica shares in Q2 2026, an estimated $224K.
  • Plan Group Financial first reported a position in lululemon athletica in Q4 2025 and held it in 2 quarters.
  • Plan Group Financial's lululemon athletica position peaked at $243K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.