United Capital Financial Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $790K | Buy |
6,923
+1,820
| +36% | +$243K | ﹤0.01% | 899 |
|
|
2026
Q1 | $781K | Buy |
5,103
+1,180
| +30% | +$212K | ﹤0.01% | 864 |
|
|
2025
Q4 | $815K | Buy |
+3,923
| New | +$711K | ﹤0.01% | 806 |
|
|
2025
Q3 | – | Sell |
-2,142
| Closed | -$509K | – | 1223 |
|
|
2025
Q2 | $509K | Sell |
2,142
-2,593
| -55% | -$714K | ﹤0.01% | 774 |
|
|
2025
Q1 | $1.34M | Sell |
4,735
-233
| -5% | -$85.5K | 0.01% | 506 |
|
|
2024
Q4 | $1.9M | Buy |
4,968
+278
| +6% | +$90.8K | 0.02% | 426 |
|
|
2024
Q3 | $1.27M | Buy |
4,690
+1,566
| +50% | +$416K | 0.01% | 492 |
|
|
2024
Q2 | $933K | Sell |
3,124
-4,519
| -59% | -$1.51M | 0.01% | 543 |
|
|
2024
Q1 | $2.99M | Sell |
7,643
-1,650
| -18% | -$763K | 0.02% | 352 |
|
|
2023
Q4 | $4.75M | Sell |
9,293
-8,206
| -47% | -$3.55M | 0.04% | 297 |
|
|
2023
Q3 | $6.75M | Buy |
17,499
+1,325
| +8% | +$506K | 0.04% | 266 |
|
|
2023
Q2 | $6.12M | Buy |
16,174
+1,222
| +8% | +$451K | 0.03% | 288 |
|
|
2023
Q1 | $5.45M | Buy |
14,952
+55
| +0.4% | +$17.2K | 0.03% | 309 |
|
|
2022
Q4 | $4.77M | Buy |
14,897
+5,325
| +56% | +$1.75M | 0.03% | 332 |
|
|
2022
Q3 | $2.68M | Sell |
9,572
-754
| -7% | -$234K | 0.02% | 422 |
|
|
2022
Q2 | $2.81M | Sell |
10,326
-1,873
| -15% | -$600K | 0.02% | 431 |
|
|
2022
Q1 | $4.46M | Sell |
12,199
-884
| -7% | -$288K | 0.02% | 382 |
|
|
2021
Q4 | $5.12M | Buy |
13,083
+171
| +1% | +$73.1K | 0.02% | 370 |
|
|
2021
Q3 | $5.22M | Sell |
12,912
-28
| -0.2% | -$11.2K | 0.03% | 368 |
|
|
2021
Q2 | $4.72M | Buy |
12,940
+406
| +3% | +$134K | 0.02% | 383 |
|
|
2021
Q1 | $3.84M | Sell |
12,534
-3,110
| -20% | -$1.02M | 0.02% | 395 |
|
|
2020
Q4 | $5.45M | Buy |
15,644
+14,214
| +994% | +$4.94M | 0.03% | 343 |
|
|
2020
Q3 | $471K | Sell |
1,430
-297
| -17% | -$99.1K | ﹤0.01% | 842 |
|
|
2020
Q2 | $539K | Buy |
1,727
+178
| +11% | +$45.5K | ﹤0.01% | 839 |
|
|
2020
Q1 | $294K | Sell |
1,549
-593
| -28% | -$133K | ﹤0.01% | 978 |
|
|
2019
Q4 | $496K | Buy |
2,142
+55
| +3% | +$11.7K | ﹤0.01% | 993 |
|
|
2019
Q3 | $402K | Sell |
2,087
-861
| -29% | -$161K | ﹤0.01% | 1008 |
|
|
2019
Q2 | $531K | Buy |
2,948
+215
| +8% | +$37.3K | ﹤0.01% | 1030 |
|
|
2019
Q1 | $448K | Buy |
2,733
+891
| +48% | +$130K | ﹤0.01% | 1013 |
|
|
2018
Q4 | $224K | Buy |
1,842
+102
| +6% | +$13.7K | ﹤0.01% | 1162 |
|
|
2018
Q3 | $283K | Sell |
1,740
-334
| -16% | -$45.8K | ﹤0.01% | 1129 |
|
|
2018
Q2 | $259K | Sell |
2,074
-1,920
| -48% | -$205K | ﹤0.01% | 1141 |
|
|
2018
Q1 | $356K | Buy |
3,994
+103
| +3% | +$8.24K | ﹤0.01% | 1040 |
|
|
2017
Q4 | $310K | Buy |
+3,891
| New | +$259K | ﹤0.01% | 1102 |
|
Other funds holding LULU
United Capital Financial Advisors's LULU Position: Q2 2026 in Review
United Capital Financial Advisors increased its lululemon athletica (LULU) stake by 36% in Q2 2026, buying an estimated $243K and bringing the position to 6,923 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #899.
United Capital Financial Advisors first reported a position in LULU in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.75M in Q3 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.
- United Capital Financial Advisors held 6,923 shares of lululemon athletica worth $790K as of Q2 2026.
- United Capital Financial Advisors bought 1,820 lululemon athletica shares in Q2 2026, an estimated $243K.
- lululemon athletica made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #899 holding.
- United Capital Financial Advisors first reported a position in lululemon athletica in Q4 2017 and has held it in 34 quarters since.
- United Capital Financial Advisors's lululemon athletica position peaked at $6.75M in Q3 2023.
- 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.