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Waddell & Associates’s lululemon athletica LULU Stock Holding History

Waddell & Associates’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 		– Sell
-4,189
Closed -$641K – 567
2026
Q1 		$641K Buy
+4,189
New +$751K 0.04% 178

Other funds holding LULU

EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 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
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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Waddell & Associates's LULU Position: Q2 2026 in Review

Waddell & Associates sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 4,189 shares — an estimated $641K sold.

Waddell & Associates first reported a position in LULU in Q1 2026 and held it in 1 quarter. The position peaked at $641K in Q1 2026. 239 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Waddell & Associates reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 4,189 lululemon athletica shares in Q2 2026, an estimated $641K.
  • Waddell & Associates first reported a position in lululemon athletica in Q1 2026 and held it in 1 quarter.
  • Waddell & Associates's lululemon athletica position peaked at $641K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.