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SageView Advisory Group’s lululemon athletica LULU Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-122
Closed -$25.4K – 1651
2025
Q4 		$25.4K Buy
+122
New +$22.1K ﹤0.01% 1357
2024
Q1 		– Sell
-1,844
Closed -$888K – 658
2023
Q4 		$888K Buy
+1,844
New +$797K 0.04% 279

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's LULU Position: Q1 2026 in Review

SageView Advisory Group sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 122 shares — an estimated $25.4K sold.

SageView Advisory Group first reported a position in LULU in Q4 2023 and held it in 2 quarters. The position peaked at $888K in Q4 2023. 956 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • SageView Advisory Group reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 122 lululemon athletica shares in Q1 2026, an estimated $25.4K.
  • SageView Advisory Group first reported a position in lululemon athletica in Q4 2023 and held it in 2 quarters.
  • SageView Advisory Group's lululemon athletica position peaked at $888K in Q4 2023.
  • 956 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.