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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

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 341 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.
  • 341 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.