Waverly Advisors’s lululemon athletica LULU Stock Holding History

Waverly 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	–	Sell	-2,942	Closed	-$450K	–	1798
2026 Q1	$450K	Buy	+2,942	New	+$527K	﹤0.01%	1131

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 $3.38T AUM 44.17% 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

Waverly Advisors's LULU Position: Q2 2026 in Review

Waverly Advisors sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 2,942 shares — an estimated $450K sold.

Waverly Advisors first reported a position in LULU in Q1 2026 and held it in 1 quarter. The position peaked at $450K in Q1 2026. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Waverly Advisors reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 2,942 lululemon athletica shares in Q2 2026, an estimated $450K.
Waverly Advisors first reported a position in lululemon athletica in Q1 2026 and held it in 1 quarter.
Waverly Advisors's lululemon athletica position peaked at $450K in Q1 2026.
850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.