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Rothschild Investment LLC’s lululemon athletica LULU Stock Holding History

Rothschild Investment LLC’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 		$1.33M Buy
11,689
+9,445
+421% +$1.26M 0.05% 346
2026
Q1 		$344K Buy
2,244
+1,820
+429% +$326K 0.02% 513
2025
Q4 		$88.1K Buy
424
+225
+113% +$40.8K ﹤0.01% 844
2025
Q3 		$35.4K Sell
199
-1,088
-85% -$218K ﹤0.01% 1092
2025
Q2 		$306K Sell
1,287
-837
-39% -$231K 0.02% 422
2025
Q1 		$601K Sell
2,124
-31
-1% -$11.4K 0.04% 297
2024
Q4 		$824K Buy
2,155
+1,066
+98% +$348K 0.05% 264
2024
Q3 		$296K Buy
1,089
+107
+11% +$28.4K 0.02% 432
2024
Q2 		$293K Buy
982
+821
+510% +$274K 0.02% 426
2024
Q1 		$62.9K Buy
161
+5
+3% +$2.31K ﹤0.01% 690
2023
Q4 		$79.8K Buy
+156
New +$67.4K 0.01% 582
2018
Q1 		– Sell
-3,550
Closed -$279K – 399
2017
Q4 		$279K Sell
3,550
-625
-15% -$41.7K 0.03% 343
2017
Q3 		$260K Sell
4,175
-1,350
-24% -$81.3K 0.03% 359
2017
Q2 		$330K Sell
5,525
-875
-14% -$45.6K 0.04% 333
2017
Q1 		$332K Buy
6,400
+500
+8% +$32.9K 0.04% 331
2016
Q4 		$383K Buy
5,900
+1,000
+20% +$59.6K 0.05% 307
2016
Q3 		$299K Sell
4,900
-75
-2% -$5.54K 0.04% 345
2016
Q2 		$367K Sell
4,975
-1,025
-17% -$68K 0.05% 313
2016
Q1 		$406K Sell
6,000
-1,050
-15% -$63.1K 0.05% 294
2015
Q4 		$370K Buy
7,050
+500
+8% +$25.2K 0.05% 318
2015
Q3 		$332K Buy
6,550
+1,875
+40% +$114K 0.04% 342
2015
Q2 		$305K Buy
+4,675
New +$304K 0.04% 383

Other funds holding LULU

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Rothschild Investment LLC's LULU Position: Q2 2026 in Review

Rothschild Investment LLC increased its lululemon athletica (LULU) stake by 421% in Q2 2026, buying an estimated $1.26M and bringing the position to 11,689 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #346.

Rothschild Investment LLC first reported a position in LULU in Q2 2015 and has held it in 22 quarters since. 395 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Rothschild Investment LLC held 11,689 shares of lululemon athletica worth $1.33M as of Q2 2026.
  • Rothschild Investment LLC bought 9,445 lululemon athletica shares in Q2 2026, an estimated $1.26M.
  • lululemon athletica made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #346 holding.
  • Rothschild Investment LLC first reported a position in lululemon athletica in Q2 2015 and has held it in 22 quarters since.
  • 395 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.