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Sequoia Financial Advisors’s lululemon athletica LULU Stock Holding History

Sequoia Financial 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
Q2 		$557K Buy
4,877
+53
+1% +$7.08K ﹤0.01% 1277
2026
Q1 		$739K Buy
4,824
+481
+11% +$86.2K ﹤0.01% 1043
2025
Q4 		$902K Buy
4,343
+2,581
+146% +$468K 0.01% 940
2025
Q3 		$314K Sell
1,762
-532
-23% -$107K ﹤0.01% 1375
2025
Q2 		$545K Sell
2,294
-94
-4% -$25.9K ﹤0.01% 958
2025
Q1 		$676K Buy
2,388
+48
+2% +$17.6K 0.01% 749
2024
Q4 		$895K Buy
2,340
+14
+0.6% +$4.57K 0.01% 611
2024
Q3 		$631K Sell
2,326
-96
-4% -$25.5K 0.01% 674
2024
Q2 		$723K Buy
2,422
+170
+8% +$56.8K 0.01% 571
2024
Q1 		$880K Sell
2,252
-458
-17% -$212K 0.01% 505
2023
Q4 		$1.39M Buy
2,710
+805
+42% +$348K 0.02% 438
2023
Q3 		$735K Sell
1,905
-98
-5% -$37.4K 0.01% 408
2023
Q2 		$758K Buy
2,003
+109
+6% +$40.2K 0.01% 405
2023
Q1 		$690K Buy
1,894
+24
+1% +$7.52K 0.02% 386
2022
Q4 		$599K Buy
1,870
+893
+91% +$294K 0.01% 387
2022
Q3 		$273K Sell
977
-7
-0.7% -$2.17K 0.01% 412
2022
Q2 		$268K Sell
984
-76
-7% -$24.4K 0.01% 474
2022
Q1 		$387K Buy
1,060
+51
+5% +$16.6K 0.01% 427
2021
Q4 		$395K Buy
+1,009
New +$431K 0.01% 378
2021
Q3 		– Sell
-802
Closed -$293K – 363
2021
Q2 		$293K Buy
802
+145
+22% +$47.8K 0.01% 383
2021
Q1 		$202K Sell
657
-12
-2% -$3.94K 0.01% 417
2020
Q4 		$233K Sell
669
-1
-0.1% -$347 0.01% 362
2020
Q3 		$221K Sell
670
-1
-0.1% -$334 0.01% 352
2020
Q2 		$209K Buy
+671
New +$172K 0.01% 339

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
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

Sequoia Financial Advisors's LULU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its lululemon athletica (LULU) stake by 1.1% in Q2 2026, buying an estimated $7.08K and bringing the position to 4,877 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Sequoia Financial Advisors first reported a position in LULU in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q4 2023. 845 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Sequoia Financial Advisors held 4,877 shares of lululemon athletica worth $557K as of Q2 2026.
  • Sequoia Financial Advisors bought 53 lululemon athletica shares in Q2 2026, an estimated $7.08K.
  • lululemon athletica made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1277 holding.
  • Sequoia Financial Advisors first reported a position in lululemon athletica in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's lululemon athletica position peaked at $1.39M in Q4 2023.
  • 845 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.