RA
LULU icon

RFG Advisory’s lululemon athletica LULU Stock Holding History

RFG 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 		$285K Buy
2,492
+61
+3% +$8.15K ﹤0.01% 961
2026
Q1 		$372K Sell
2,431
-5,965
-71% -$1.07M 0.01% 837
2025
Q4 		$1.74M Buy
8,396
+5,760
+219% +$1.04M 0.03% 368
2025
Q3 		$469K Sell
2,636
-6,883
-72% -$1.38M 0.01% 707
2025
Q2 		$2.26M Buy
9,519
+1,082
+13% +$298K 0.05% 276
2025
Q1 		$2.39M Buy
8,437
+6,697
+385% +$2.46M 0.06% 237
2024
Q4 		$665K Sell
1,740
-193
-10% -$63K 0.02% 449
2024
Q3 		$525K Buy
1,933
+10
+0.5% +$2.65K 0.02% 505
2024
Q2 		$574K Buy
1,923
+376
+24% +$126K 0.02% 462
2024
Q1 		$604K Buy
1,547
+87
+6% +$40.2K 0.02% 463
2023
Q4 		$746K Sell
1,460
-23
-2% -$9.94K 0.03% 367
2023
Q3 		$572K Sell
1,483
-14
-0.9% -$5.35K 0.03% 387
2023
Q2 		$567K Sell
1,497
-1
-0.1% -$369 0.03% 395
2023
Q1 		$546K Sell
1,498
-31
-2% -$9.72K 0.03% 392
2022
Q4 		$488K Sell
1,529
-300
-16% -$98.7K 0.02% 408
2022
Q3 		$601K Buy
1,829
+27
+1% +$8.37K 0.03% 332
2022
Q2 		$573K Sell
1,802
-5
-0.3% -$1.6K 0.03% 326
2022
Q1 		$660K Buy
1,807
+30
+2% +$9.76K 0.04% 267
2021
Q4 		$696K Hold
1,777
– – 0.05% 248
2021
Q3 		$719K Buy
1,777
+12
+0.7% +$4.81K 0.06% 222
2021
Q2 		$644K Buy
1,765
+13
+0.7% +$4.28K 0.06% 229
2021
Q1 		$537K Buy
1,752
+9
+0.5% +$2.95K 0.06% 237
2020
Q4 		$637K Sell
1,743
-5
-0.3% -$1.74K 0.08% 207
2020
Q3 		$576K Sell
1,748
-57
-3% -$19K 0.08% 211
2020
Q2 		$563K Sell
1,805
-36
-2% -$9.21K 0.09% 193
2020
Q1 		$349K Sell
1,841
-50
-3% -$11.2K 0.07% 233
2019
Q4 		$438K Buy
1,891
+3
+0.2% +$639 0.07% 215
2019
Q3 		$363K Sell
1,888
-21
-1% -$3.92K 0.07% 209
2019
Q2 		$344K Buy
1,909
+212
+12% +$36.8K 0.08% 209
2019
Q1 		$276K Buy
1,697
+47
+3% +$6.86K 0.07% 212
2018
Q4 		$201K Sell
1,650
-1,900
-54% -$255K 0.05% 242
2018
Q3 		$577K Buy
+3,550
New +$487K 0.15% 136

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

RFG Advisory's LULU Position: Q2 2026 in Review

RFG Advisory increased its lululemon athletica (LULU) stake by 2.5% in Q2 2026, buying an estimated $8.15K and bringing the position to 2,492 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

RFG Advisory first reported a position in LULU in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.39M in Q1 2025. 192 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • RFG Advisory held 2,492 shares of lululemon athletica worth $285K as of Q2 2026.
  • RFG Advisory bought 61 lululemon athletica shares in Q2 2026, an estimated $8.15K.
  • lululemon athletica made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #961 holding.
  • RFG Advisory first reported a position in lululemon athletica in Q3 2018 and has held it in 32 quarters since.
  • RFG Advisory's lululemon athletica position peaked at $2.39M in Q1 2025.
  • 192 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.