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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
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

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
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Root Financial Partners's LULU Position: Q2 2026 in Review

Root Financial Partners sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 477 shares — an estimated $73K sold.

Root Financial Partners first reported a position in LULU in Q3 2025 and held it in 3 quarters. The position peaked at $73K in Q1 2026. 268 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Root Financial Partners reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 477 lululemon athletica shares in Q2 2026, an estimated $73K.
  • Root Financial Partners first reported a position in lululemon athletica in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's lululemon athletica position peaked at $73K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.