SWP
LULU icon

Strategic Wealth Partners’s lululemon athletica LULU Stock Holding History

Strategic Wealth Partners’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 		$103K Sell
902
-672
-43% -$89.8K 0.01% 403
2026
Q1 		$241K Buy
1,574
+78
+5% +$14K 0.02% 281
2025
Q4 		$311K Sell
1,496
-3,117
-68% -$565K 0.02% 263
2025
Q3 		$821K Sell
4,613
-7,623
-62% -$1.53M 0.06% 173
2025
Q2 		$2.91M Buy
+12,236
New +$3.37M 0.23% 86
2024
Q4 		$4M Buy
10,246
+5,722
+126% +$1.87M 0.33% 84
2024
Q3 		$1.23M Buy
4,524
+2,926
+183% +$777K 0.12% 130
2024
Q2 		$477K Buy
+1,598
New +$534K 0.05% 199
2022
Q3 		– Sell
-1,193
Closed -$325K – 277
2022
Q2 		$325K Buy
+1,193
New +$382K 0.07% 189
2019
Q4 		– Sell
-38
Closed -$3.66K – 345
2019
Q3 		$3.66K Hold
38
– – 0.02% 188
2019
Q2 		$6K Buy
38
+19
+100% +$3.3K ﹤0.01% 615
2019
Q1 		$3K Buy
19
+2
+12% +$292 ﹤0.01% 701
2018
Q4 		$2K Buy
+17
New +$2.28K ﹤0.01% 637

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

Strategic Wealth Partners's LULU Position: Q2 2026 in Review

Strategic Wealth Partners reduced its lululemon athletica (LULU) stake by 43% in Q2 2026, selling an estimated $89.8K and leaving 902 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #403.

Strategic Wealth Partners first reported a position in LULU in Q4 2018 and has held it in 13 quarters since. The position peaked at $4M in Q4 2024. 848 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Strategic Wealth Partners held 902 shares of lululemon athletica worth $103K as of Q2 2026.
  • Strategic Wealth Partners sold 672 lululemon athletica shares in Q2 2026, an estimated $89.8K.
  • lululemon athletica made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #403 holding.
  • Strategic Wealth Partners first reported a position in lululemon athletica in Q4 2018 and has held it in 13 quarters since.
  • Strategic Wealth Partners's lululemon athletica position peaked at $4M in Q4 2024.
  • 848 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.