Valley National Advisers’s lululemon athletica LULU Stock Holding History

Valley National Advisers’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	$686	Buy	+6	New	+$802	﹤0.01%	921
2026 Q1	–	Sell	-6	Closed	-$1K	–	914
2025 Q4	$1K	Buy	+6	New	+$1.09K	﹤0.01%	864
2025 Q2	–	Sell	-4	Closed	-$1K	–	840
2025 Q1	$1K	Buy	4 +1	+33%	+$367	﹤0.01%	774
2024 Q4	$1K	Sell	3 -12	-80%	-$3.92K	﹤0.01%	736
2024 Q3	$4K	Buy	15 +6	+67%	+$1.59K	﹤0.01%	611
2024 Q2	$2K	Sell	9 -32	-78%	-$10.7K	﹤0.01%	922
2024 Q1	$16K	Sell	41 -8	-16%	-$3.7K	﹤0.01%	561
2023 Q4	$25K	Buy	49 +42	+600%	+$18.1K	﹤0.01%	509
2023 Q3	$3K	Buy	+7	New	+$2.67K	﹤0.01%	770
2021 Q2	–	Sell	-6	Closed	-$2K	–	919
2021 Q1	$2K	Buy	+6	New	+$1.97K	﹤0.01%	736
2020 Q2	–	Sell	-25	Closed	-$5K	–	822
2020 Q1	$5K	Buy	+25	New	+$5.59K	﹤0.01%	545
2019 Q3	–	Sell	-15	Closed	-$3K	–	798
2019 Q2	$3K	Hold	15	–	–	﹤0.01%	605
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	652
2018 Q4	$2K	Buy	+15	New	+$2.01K	﹤0.01%	648

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley National Advisers's LULU Position: Q2 2026 in Review

Valley National Advisers opened a new position in lululemon athletica (LULU) in Q2 2026: 6 shares worth $686. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in LULU as recently as Q4 2025.

Valley National Advisers first reported a position in LULU in Q4 2018 and has held it in 14 quarters since. The position peaked at $25K in Q4 2023. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Valley National Advisers held 6 shares of lululemon athletica worth $686 as of Q2 2026.
lululemon athletica was a new Valley National Advisers position in Q2 2026.
lululemon athletica made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #921 holding.
Valley National Advisers first reported a position in lululemon athletica in Q4 2018 and has held it in 14 quarters since.
Valley National Advisers's lululemon athletica position peaked at $25K in Q4 2023.
843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.