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Spartan Wealth Advisory Services LLC’s lululemon athletica LULU Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$806K Sell
7,061
-596
-8% -$79.6K 0.07% 174
2026
Q1 		$1.17M Buy
+7,657
New +$1.37M 0.1% 142

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

Spartan Wealth Advisory Services LLC's LULU Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its lululemon athletica (LULU) stake by 7.8% in Q2 2026, selling an estimated $79.6K and leaving 7,061 shares worth $806K. The position accounts for 0.07% of the portfolio, ranked #174.

Spartan Wealth Advisory Services LLC first reported a position in LULU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q1 2026. 789 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,061 shares of lululemon athletica worth $806K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 596 lululemon athletica shares in Q2 2026, an estimated $79.6K.
  • lululemon athletica made up 0.07% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #174 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in lululemon athletica in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's lululemon athletica position peaked at $1.17M in Q1 2026.
  • 789 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.