Root Financial Partners
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Root Financial Partners’s lululemon athletica LULU Stock Holding History

Root Financial Partners’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
Q3 		$23.3K Buy
+242
New +$27.5K ﹤0.01% 1470
2026
Q2 		– Sell
-477
Closed -$73K – 1992
2026
Q1 		$73K Buy
477
+412
+634% +$73.9K ﹤0.01% 706
2025
Q4 		$13.5K Buy
65
+27
+71% +$4.89K ﹤0.01% 1363
2025
Q3 		$6.76K Buy
+38
New +$7.61K ﹤0.01% 1602

Other funds holding LULU

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Root Financial Partners's LULU Position: Q3 2026 in Review

Root Financial Partners opened a new position in lululemon athletica (LULU) in Q3 2026: 242 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LULU as recently as Q1 2026.

Root Financial Partners first reported a position in LULU in Q3 2025 and has held it in 4 quarters since. The position peaked at $73K in Q1 2026. 640 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Root Financial Partners held 242 shares of lululemon athletica worth $23.3K as of Q3 2026.
  • lululemon athletica was a new Root Financial Partners position in Q3 2026.
  • lululemon athletica made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1470 holding.
  • Root Financial Partners first reported a position in lululemon athletica in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's lululemon athletica position peaked at $73K in Q1 2026.
  • 640 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.