Ritter Daniher Financial Advisory’s lululemon athletica LULU Stock Holding History

Ritter Daniher Financial 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	$30.7K	Hold	269	–	–	﹤0.01%	324
2026 Q1	$41.2K	Hold	269	–	–	0.01%	285
2025 Q4	$55.9K	Hold	269	–	–	0.01%	265
2025 Q3	$47.9K	Hold	269	–	–	0.01%	240
2025 Q2	$63.9K	Hold	269	–	–	0.02%	155
2025 Q1	$76.1K	Hold	269	–	–	0.02%	129
2024 Q4	$103K	Sell	269 -170	-39%	-$55.5K	0.03%	113
2024 Q3	$119K	Hold	439	–	–	0.03%	107
2024 Q2	$131K	Hold	439	–	–	0.04%	97
2024 Q1	$171K	Hold	439	–	–	0.06%	85
2023 Q4	$224K	Sell	439 -60	-12%	-$25.9K	0.08%	73
2023 Q3	$192K	Buy	499 +60	+14%	+$22.9K	0.08%	70
2023 Q2	$166K	Sell	439 -51	-10%	-$18.8K	0.07%	73
2023 Q1	$178K	Sell	490 -207	-30%	-$64.9K	0.08%	72
2022 Q4	$223K	Buy	697 +207	+42%	+$68.1K	0.11%	68
2022 Q3	$137K	Hold	490	–	–	0.1%	73
2022 Q2	$134K	Hold	490	–	–	0.1%	74
2022 Q1	$179K	Hold	490	–	–	0.12%	61
2021 Q4	$192K	Hold	490	–	–	0.13%	58
2021 Q3	$198K	Hold	490	–	–	0.14%	60
2021 Q2	$179K	Hold	490	–	–	0.13%	58
2021 Q1	$150K	Hold	490	–	–	0.12%	58
2020 Q4	$171K	Buy	+490	New	+$170K	0.15%	56

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

Ritter Daniher Financial Advisory's LULU Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its lululemon athletica (LULU) position steady in Q2 2026 at 269 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Ritter Daniher Financial Advisory first reported a position in LULU in Q4 2020 and has held it in 23 quarters since. The position peaked at $224K in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Ritter Daniher Financial Advisory held 269 shares of lululemon athletica worth $30.7K as of Q2 2026.
Ritter Daniher Financial Advisory left its lululemon athletica share count unchanged in Q2 2026.
lululemon athletica made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #324 holding.
Ritter Daniher Financial Advisory first reported a position in lululemon athletica in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's lululemon athletica position peaked at $224K in Q4 2023.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.