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Serenus Wealth Advisors’s lululemon athletica LULU Stock Holding History

Serenus Wealth 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
-1,000
Closed -$208K – 74
2025
Q4 		$208K Buy
+1,000
New +$181K 0.04% 68

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

Serenus Wealth Advisors's LULU Position: Q1 2026 in Review

Serenus Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,000 shares — an estimated $208K sold.

Serenus Wealth Advisors first reported a position in LULU in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 954 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Serenus Wealth Advisors reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Serenus Wealth Advisors sold 1,000 lululemon athletica shares in Q1 2026, an estimated $208K.
  • Serenus Wealth Advisors first reported a position in lululemon athletica in Q4 2025 and held it in 1 quarter.
  • Serenus Wealth Advisors's lululemon athletica position peaked at $208K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.