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United Financial Planning Group’s lululemon athletica LULU Stock Holding History

United Financial Planning Group’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 		– Sell
-11
Closed -$1.68K – 508
2026
Q1 		$1.68K Buy
+11
New +$1.97K ﹤0.01% 434

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

United Financial Planning Group's LULU Position: Q2 2026 in Review

United Financial Planning Group sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 11 shares — an estimated $1.68K sold.

United Financial Planning Group first reported a position in LULU in Q1 2026 and held it in 1 quarter. The position peaked at $1.68K in Q1 2026. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • United Financial Planning Group reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 11 lululemon athletica shares in Q2 2026, an estimated $1.68K.
  • United Financial Planning Group first reported a position in lululemon athletica in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's lululemon athletica position peaked at $1.68K in Q1 2026.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.