Valeo 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 | $379K | Sell |
3,323
-1,530
| -32% | -$204K | 0.01% | 537 |
|
|
2026
Q1 | $743K | Buy |
4,853
+1,457
| +43% | +$261K | 0.02% | 316 |
|
|
2025
Q4 | $706K | Buy |
3,396
+177
| +5% | +$32.1K | 0.02% | 384 |
|
|
2025
Q3 | $573K | Sell |
3,219
-783
| -20% | -$157K | 0.01% | 436 |
|
|
2025
Q2 | $951K | Sell |
4,002
-343
| -8% | -$94.5K | 0.02% | 310 |
|
|
2025
Q1 | $1.23M | Buy |
4,345
+158
| +4% | +$58K | 0.03% | 222 |
|
|
2024
Q4 | $1.6M | Buy |
4,187
+329
| +9% | +$107K | 0.04% | 177 |
|
|
2024
Q3 | $1.05M | Sell |
3,858
-23
| -0.6% | -$6.1K | 0.03% | 255 |
|
|
2024
Q2 | $1.16M | Buy |
3,881
+464
| +14% | +$155K | 0.04% | 216 |
|
|
2024
Q1 | $1.25M | Buy |
3,417
+1,692
| +98% | +$782K | 0.04% | 200 |
|
|
2023
Q4 | $882K | Buy |
1,725
+363
| +27% | +$157K | 0.04% | 244 |
|
|
2023
Q3 | $525K | Buy |
1,362
+370
| +37% | +$141K | 0.02% | 320 |
|
|
2023
Q2 | $376K | Sell |
992
-1,722
| -63% | -$635K | 0.02% | 376 |
|
|
2023
Q1 | $988K | Buy |
2,714
+1,761
| +185% | +$552K | 0.05% | 215 |
|
|
2022
Q4 | $305K | Buy |
953
+183
| +24% | +$60.2K | 0.02% | 384 |
|
|
2022
Q3 | $215K | Sell |
770
-204
| -21% | -$63.3K | 0.01% | 427 |
|
|
2022
Q2 | $266K | Sell |
974
-1,566
| -62% | -$502K | 0.02% | 375 |
|
|
2022
Q1 | $928K | Buy |
2,540
+1,408
| +124% | +$458K | 0.05% | 213 |
|
|
2021
Q4 | $443K | Buy |
1,132
+591
| +109% | +$253K | 0.02% | 335 |
|
|
2021
Q3 | $219K | Buy |
+541
| New | +$217K | 0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-389
| Closed | -$119K | – | 1249 |
|
|
2021
Q1 | $119K | Buy |
389
+89
| +30% | +$29.2K | 0.01% | 561 |
|
|
2020
Q4 | $104K | Buy |
300
+49
| +20% | +$17K | 0.01% | 558 |
|
|
2020
Q3 | $83K | Sell |
251
-841
| -77% | -$281K | 0.01% | 517 |
|
|
2020
Q2 | $341K | Buy |
1,092
+826
| +311% | +$211K | 0.03% | 232 |
|
|
2020
Q1 | $53K | Buy |
266
+43
| +19% | +$9.62K | 0.01% | 585 |
|
|
2019
Q4 | $52K | Hold |
223
| – | – | 0.01% | 628 |
|
|
2019
Q3 | $43K | Buy |
223
+205
| +1,139% | +$38.3K | ﹤0.01% | 648 |
|
|
2019
Q2 | $3K | Sell |
18
-10
| -36% | -$1.74K | ﹤0.01% | 1338 |
|
|
2019
Q1 | $5K | Sell |
28
-40
| -59% | -$5.84K | ﹤0.01% | 1169 |
|
|
2018
Q4 | $8K | Buy |
68
+50
| +278% | +$6.7K | ﹤0.01% | 945 |
|
|
2018
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 1357 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 1357 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q4 | $1K | Sell |
18
-1,043
| -98% | -$69.5K | ﹤0.01% | 1291 |
|
|
2017
Q3 | $66K | Buy |
+1,061
| New | +$63.9K | 0.01% | 358 |
|
Other funds holding LULU
Valeo Financial Advisors's LULU Position: Q2 2026 in Review
Valeo Financial Advisors reduced its lululemon athletica (LULU) stake by 32% in Q2 2026, selling an estimated $204K and leaving 3,323 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #537.
Valeo Financial Advisors first reported a position in LULU in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.6M in Q4 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.
- Valeo Financial Advisors held 3,323 shares of lululemon athletica worth $379K as of Q2 2026.
- Valeo Financial Advisors sold 1,530 lululemon athletica shares in Q2 2026, an estimated $204K.
- lululemon athletica made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #537 holding.
- Valeo Financial Advisors first reported a position in lululemon athletica in Q3 2017 and has held it in 35 quarters since.
- Valeo Financial Advisors's lululemon athletica position peaked at $1.6M in Q4 2024.
- 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.