Principia Wealth Advisory’s lululemon athletica LULU Stock Holding History

Principia Wealth Advisory’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	$1.37K	Buy	12 +8	+200%	+$1.07K	﹤0.01%	697
2026 Q1	$612	Sell	4 -2	-33%	-$359	﹤0.01%	819
2025 Q4	$1.25K	Sell	6 -1	-14%	-$181	﹤0.01%	605
2025 Q3	$1.25K	Buy	7 +6	+600%	+$1.2K	﹤0.01%	567
2025 Q2	$238	Sell	1 -20	-95%	-$5.51K	﹤0.01%	876
2025 Q1	$5.75K	Buy	21 +18	+600%	+$6.6K	0.01%	167
2024 Q4	$1.15K	Buy	+3	New	+$979	﹤0.01%	337

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's LULU Position: Q2 2026 in Review

Principia Wealth Advisory increased its lululemon athletica (LULU) stake by 200% in Q2 2026, buying an estimated $1.07K and bringing the position to 12 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Principia Wealth Advisory first reported a position in LULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.75K in Q1 2025. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Principia Wealth Advisory held 12 shares of lululemon athletica worth $1.37K as of Q2 2026.
Principia Wealth Advisory bought 8 lululemon athletica shares in Q2 2026, an estimated $1.07K.
lululemon athletica made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #697 holding.
Principia Wealth Advisory first reported a position in lululemon athletica in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's lululemon athletica position peaked at $5.75K in Q1 2025.
846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.