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SHP Wealth Management’s lululemon athletica LULU Stock Holding History

SHP Wealth Management’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 		$2.17K Sell
19
-3
-14% -$401 ﹤0.01% 1373
2026
Q1 		$3.37K Sell
22
-9
-29% -$1.61K ﹤0.01% 1157
2025
Q4 		$6.44K Buy
+31
New +$5.62K ﹤0.01% 931

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

SHP Wealth Management's LULU Position: Q2 2026 in Review

SHP Wealth Management reduced its lululemon athletica (LULU) stake by 14% in Q2 2026, selling an estimated $401 and leaving 19 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

SHP Wealth Management first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.44K in Q4 2025. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • SHP Wealth Management held 19 shares of lululemon athletica worth $2.17K as of Q2 2026.
  • SHP Wealth Management sold 3 lululemon athletica shares in Q2 2026, an estimated $401.
  • lululemon athletica made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1373 holding.
  • SHP Wealth Management first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's lululemon athletica position peaked at $6.44K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.