Schneider Downs Wealth Management Advisors’s lululemon athletica LULU Stock Holding History

Schneider Downs Wealth Management Advisors’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	-1,016	Closed	-$211K	–	161
2025 Q4	$211K	Buy	+1,016	New	+$184K	0.02%	152
2025 Q3	–	Sell	-1,016	Closed	-$241K	–	152
2025 Q2	$241K	Hold	1,016	–	–	0.04%	130
2025 Q1	$288K	Buy	1,016 +1	+0.1%	+$367	0.05%	115
2024 Q4	$388K	Hold	1,015	–	–	0.07%	100
2024 Q3	$275K	Hold	1,015	–	–	0.06%	118
2024 Q2	$303K	Hold	1,015	–	–	0.07%	101
2024 Q1	$397K	Hold	1,015	–	–	0.09%	87
2023 Q4	$519K	Hold	1,015	–	–	0.14%	65
2023 Q3	$391K	Hold	1,015	–	–	0.09%	70
2023 Q2	$384K	Hold	1,015	–	–	0.09%	72
2023 Q1	$370K	Hold	1,015	–	–	0.08%	78
2022 Q4	$325K	Hold	1,015	–	–	0.07%	83
2022 Q3	$284K	Hold	1,015	–	–	0.08%	94
2022 Q2	$277K	Hold	1,015	–	–	0.08%	103
2022 Q1	$371K	Hold	1,015	–	–	0.09%	92
2021 Q4	$397K	Hold	1,015	–	–	0.09%	94
2021 Q3	$411K	Sell	1,015 -49	-5%	-$19.6K	0.11%	86
2021 Q2	$388K	Buy	1,064 +3	+0.3%	+$988	0.1%	83
2021 Q1	$325K	Buy	1,061 +46	+5%	+$15.1K	0.08%	88
2020 Q4	$353K	Hold	1,015	–	–	0.1%	58
2020 Q3	$334K	Hold	1,015	–	–	0.11%	61
2020 Q2	$317K	Buy	+1,015	New	+$260K	0.11%	58
2020 Q1	–	Sell	-1,015	Closed	-$235K	–	97
2019 Q4	$235K	Buy	+1,015	New	+$216K	0.07%	60

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's LULU Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,016 shares — an estimated $211K sold.

Schneider Downs Wealth Management Advisors first reported a position in LULU in Q4 2019 and held it in 23 quarters. The position peaked at $519K in Q4 2023. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Schneider Downs Wealth Management Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,016 lululemon athletica shares in Q1 2026, an estimated $211K.
Schneider Downs Wealth Management Advisors first reported a position in lululemon athletica in Q4 2019 and held it in 23 quarters.
Schneider Downs Wealth Management Advisors's lululemon athletica position peaked at $519K in Q4 2023.
954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.