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Principal Securities’s lululemon athletica LULU Stock Holding History

Principal Securities’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
-1,563
Closed -$239K – 1570
2026
Q1 		$239K Buy
1,563
+365
+30% +$65.4K ﹤0.01% 1311
2025
Q4 		$249K Buy
1,198
+21
+2% +$3.8K ﹤0.01% 1219
2025
Q3 		$209K Buy
1,177
+103
+10% +$20.6K ﹤0.01% 1264
2025
Q2 		$255K Sell
1,074
-3,005
-74% -$828K ﹤0.01% 1131
2025
Q1 		$1.56M Buy
4,079
+225
+6% +$82.5K 0.03% 428
2024
Q4 		$1.47M Buy
3,854
+806
+26% +$263K 0.03% 435
2024
Q3 		$827K Buy
3,048
+188
+7% +$49.9K 0.02% 594
2024
Q2 		$854K Buy
2,860
+1,191
+71% +$398K 0.02% 519
2024
Q1 		$652K Sell
1,669
-1,195
-42% -$552K 0.02% 571
2023
Q4 		$1.46M Buy
+2,864
New +$1.24M 0.05% 313

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

Principal Securities's LULU Position: Q2 2026 in Review

Principal Securities sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,563 shares — an estimated $239K sold.

Principal Securities first reported a position in LULU in Q4 2023 and held it in 10 quarters. The position peaked at $1.56M in Q1 2025. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Principal Securities reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 1,563 lululemon athletica shares in Q2 2026, an estimated $239K.
  • Principal Securities first reported a position in lululemon athletica in Q4 2023 and held it in 10 quarters.
  • Principal Securities's lululemon athletica position peaked at $1.56M in Q1 2025.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.