Plato Investment Management’s lululemon athletica LULU Stock Holding History

Plato Investment Management’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	-21	Closed	-$3.22K	–	543
2026 Q1	$3.22K	Buy	+21	New	+$3.77K	﹤0.01%	490
2025 Q4	–	Sell	-3,030	Closed	-$535K	–	535
2025 Q3	$535K	Sell	3,030 -888	-23%	-$178K	0.04%	336
2025 Q2	$927K	Buy	3,918 +2	+0.1%	+$551	0.07%	265
2025 Q1	$1.12M	Buy	3,916 +487	+14%	+$179K	0.09%	230
2024 Q4	$1.32M	Sell	3,429 -449	-12%	-$147K	0.1%	223
2024 Q3	$1.05M	Buy	+3,878	New	+$1.03M	0.09%	236

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plato Investment Management's LULU Position: Q2 2026 in Review

Plato Investment Management sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 21 shares — an estimated $3.22K sold.

Plato Investment Management first reported a position in LULU in Q3 2024 and held it in 6 quarters. The position peaked at $1.32M in Q4 2024. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Plato Investment Management reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Plato Investment Management sold 21 lululemon athletica shares in Q2 2026, an estimated $3.22K.
Plato Investment Management first reported a position in lululemon athletica in Q3 2024 and held it in 6 quarters.
Plato Investment Management's lululemon athletica position peaked at $1.32M in Q4 2024.
850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.