Valeo Financial Advisors
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Valeo Financial Advisors’s lululemon athletica LULU Stock Holding History

Valeo Financial Advisors’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
2025
Q3 		– Sell
-100
Closed -$23.8K – 864
2025
Q2 		$23.8K Buy
+100
New +$27.5K ﹤0.01% 767

Other funds holding LULU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Valeo Financial Advisors's LULU Position: Q3 2026 in Review

Valeo Financial Advisors reduced its lululemon athletica (LULU) stake by 32% in Q3 2026, selling an estimated $121K and leaving 2,256 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Valeo Financial Advisors first reported a position in LULU in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.6M in Q4 2024. 88 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Valeo Financial Advisors held 2,256 shares of lululemon athletica worth $217K as of Q3 2026.
  • Valeo Financial Advisors sold 1,067 lululemon athletica shares in Q3 2026, an estimated $121K.
  • lululemon athletica made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #752 holding.
  • Valeo Financial Advisors first reported a position in lululemon athletica in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's lululemon athletica position peaked at $1.6M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.