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True Wealth Design’s lululemon athletica LULU Stock Holding History

True Wealth Design’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 		$16.2K Sell
142
-788
-85% -$105K ﹤0.01% 895
2026
Q1 		$142K Buy
930
+896
+2,635% +$161K 0.04% 145
2025
Q4 		$7.07K Buy
34
+22
+183% +$3.98K ﹤0.01% 966
2025
Q3 		$2.06K Sell
12
-78
-87% -$15.6K ﹤0.01% 1444
2025
Q2 		$21.3K Sell
90
-92
-51% -$25.3K 0.01% 372
2025
Q1 		$51.4K Buy
182
+56
+44% +$20.5K 0.02% 180
2024
Q4 		$48K Buy
126
+83
+193% +$27.1K 0.02% 168
2024
Q3 		$11.7K Sell
43
-20
-32% -$5.31K ﹤0.01% 397
2024
Q2 		$18.8K Hold
63
– – ﹤0.01% 215
2024
Q1 		$24.6K Buy
63
+2
+3% +$925 0.01% 201
2023
Q4 		$31.2K Buy
61
+59
+2,950% +$25.5K 0.01% 179
2023
Q3 		$772 Hold
2
– – ﹤0.01% 353
2023
Q2 		$757 Hold
2
– – ﹤0.01% 362
2023
Q1 		$729 Hold
2
– – ﹤0.01% 448
2022
Q4 		$641 Buy
+2
New +$658 ﹤0.01% 403

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

True Wealth Design's LULU Position: Q2 2026 in Review

True Wealth Design reduced its lululemon athletica (LULU) stake by 85% in Q2 2026, selling an estimated $105K and leaving 142 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

True Wealth Design first reported a position in LULU in Q4 2022 and has held it in 15 quarters since. The position peaked at $142K in Q1 2026. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • True Wealth Design held 142 shares of lululemon athletica worth $16.2K as of Q2 2026.
  • True Wealth Design sold 788 lululemon athletica shares in Q2 2026, an estimated $105K.
  • lululemon athletica made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #895 holding.
  • True Wealth Design first reported a position in lululemon athletica in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's lululemon athletica position peaked at $142K in Q1 2026.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.