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Plancorp LLC’s lululemon athletica LULU Stock Holding History

Plancorp LLC’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 		$482K Sell
4,005
-32
-0.8% -$4.28K 0.01% 261
2026
Q1 		$662K Sell
4,037
-12
-0.3% -$2.15K 0.02% 196
2025
Q4 		$841K Buy
+4,049
New +$733K 0.03% 161

Other funds holding LULU

EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Plancorp LLC's LULU Position: Q2 2026 in Review

Plancorp LLC reduced its lululemon athletica (LULU) stake by 0.79% in Q2 2026, selling an estimated $4.28K and leaving 4,005 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #261.

Plancorp LLC first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $841K in Q4 2025. 169 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Plancorp LLC held 4,005 shares of lululemon athletica worth $482K as of Q2 2026.
  • Plancorp LLC sold 32 lululemon athletica shares in Q2 2026, an estimated $4.28K.
  • lululemon athletica made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #261 holding.
  • Plancorp LLC first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • Plancorp LLC's lululemon athletica position peaked at $841K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.