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Savvy Advisors Inc’s lululemon athletica LULU Stock Holding History

Savvy Advisors Inc’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 		$543K Buy
4,752
+1,251
+36% +$167K 0.01% 747
2026
Q1 		$536K Buy
3,501
+271
+8% +$48.6K 0.01% 636
2025
Q4 		$671K Sell
3,230
-577
-15% -$105K 0.02% 468
2025
Q3 		$677K Buy
3,807
+1,406
+59% +$282K 0.03% 353
2025
Q2 		$570K Sell
2,401
-131
-5% -$36.1K 0.04% 328
2025
Q1 		$717K Buy
2,532
+239
+10% +$87.7K 0.07% 221
2024
Q4 		$877K Buy
+2,293
New +$749K 0.11% 162

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 $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Savvy Advisors Inc's LULU Position: Q2 2026 in Review

Savvy Advisors Inc increased its lululemon athletica (LULU) stake by 36% in Q2 2026, buying an estimated $167K and bringing the position to 4,752 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #747.

Savvy Advisors Inc first reported a position in LULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $877K in Q4 2024. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Savvy Advisors Inc held 4,752 shares of lululemon athletica worth $543K as of Q2 2026.
  • Savvy Advisors Inc bought 1,251 lululemon athletica shares in Q2 2026, an estimated $167K.
  • lululemon athletica made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #747 holding.
  • Savvy Advisors Inc first reported a position in lululemon athletica in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's lululemon athletica position peaked at $877K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.