Valued Wealth Advisors’s lululemon athletica LULU Stock Holding History

Valued Wealth 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
2026 Q2	$3.2K	Buy	28 +20	+250%	+$2.67K	﹤0.01%	562
2026 Q1	$1.23K	Sell	8 -1	-11%	-$179	﹤0.01%	611
2025 Q4	$1.87K	Hold	9	–	–	﹤0.01%	406
2025 Q3	$1.6K	Buy	9 +1	+13%	+$200	﹤0.01%	401
2025 Q2	$1.9K	Sell	8 -6	-43%	-$1.65K	﹤0.01%	391
2025 Q1	$3.96K	Hold	14	–	–	﹤0.01%	336
2024 Q4	$5.35K	Buy	14 +4	+40%	+$1.31K	﹤0.01%	293
2024 Q3	$2.71K	Hold	10	–	–	﹤0.01%	344
2024 Q2	$2.99K	Sell	10 -7	-41%	-$2.34K	﹤0.01%	330
2024 Q1	$6.64K	Buy	17 +10	+143%	+$4.62K	﹤0.01%	230
2023 Q4	$2.7K	Buy	+7	New	+$3.02K	﹤0.01%	271

Other funds holding LULU

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Valued Wealth Advisors's LULU Position: Q2 2026 in Review

Valued Wealth Advisors increased its lululemon athletica (LULU) stake by 250% in Q2 2026, buying an estimated $2.67K and bringing the position to 28 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Valued Wealth Advisors first reported a position in LULU in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.64K in Q1 2024. 192 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Valued Wealth Advisors held 28 shares of lululemon athletica worth $3.2K as of Q2 2026.
Valued Wealth Advisors bought 20 lululemon athletica shares in Q2 2026, an estimated $2.67K.
lululemon athletica made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #562 holding.
Valued Wealth Advisors first reported a position in lululemon athletica in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's lululemon athletica position peaked at $6.64K in Q1 2024.
192 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.