Wealth Enhancement Advisory Services
LULU icon

Wealth Enhancement Advisory Services’s lululemon athletica LULU Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.53M Sell
12,839
-29,047
-69% -$3.88M ﹤0.01% 1759
2026
Q1 		$5.88M Sell
41,886
-36,722
-47% -$6.58M 0.01% 827
2025
Q4 		$17M Buy
78,608
+36,217
+85% +$6.56M 0.02% 524
2025
Q3 		$7.34M Sell
42,391
-1,991
-4% -$399K 0.01% 774
2025
Q2 		$11M Buy
44,382
+34,429
+346% +$9.48M 0.02% 596
2025
Q1 		$2.82M Buy
9,953
+1,855
+23% +$681K 0.01% 1072
2024
Q4 		$3.1M Sell
8,098
-7,179
-47% -$2.34M 0.01% 984
2024
Q3 		$4.15M Sell
15,277
-14,007
-48% -$3.72M 0.01% 788
2024
Q2 		$8.75M Buy
29,284
+5,563
+23% +$1.86M 0.02% 521
2024
Q1 		$9.27M Buy
23,721
+4,615
+24% +$2.13M 0.02% 502
2023
Q4 		$9.77M Buy
19,106
+3,135
+20% +$1.35M 0.03% 437
2023
Q3 		$6.16M Buy
+15,971
New +$6.1M 0.02% 527
2023
Q2 		– Sell
-8,066
Closed -$2.94M – 548
2023
Q1 		$2.94M Buy
+8,066
New +$2.53M 0.03% 174
2022
Q2 		– Sell
-8,475
Closed -$3.25M – 355
2022
Q1 		$3.25M Buy
8,475
+565
+7% +$184K 0.04% 161
2021
Q4 		$2.68M Buy
+7,910
New +$3.38M 0.04% 153
2020
Q4 		– Sell
-6,461
Closed -$2.25M – 234
2020
Q3 		$2.25M Sell
6,461
-1,584
-20% -$529K 0.06% 108
2020
Q2 		$2.63M Buy
8,045
+2,128
+36% +$544K 0.08% 100
2020
Q1 		$1.33M Sell
5,917
-109
-2% -$24.4K 0.05% 140
2019
Q4 		$1.4M Buy
+6,026
New +$1.28M 0.05% 144
2019
Q3 		– Sell
-6,280
Closed -$1.21M – 221
2019
Q2 		$1.21M Sell
6,280
-470
-7% -$81.6K 0.05% 136
2019
Q1 		$1.19M Sell
6,750
-38
-0.6% -$5.55K 0.07% 120
2018
Q4 		$1.03M Buy
+6,788
New +$910K 0.07% 113

Other funds holding LULU

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's LULU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its lululemon athletica (LULU) stake by 69% in Q2 2026, selling an estimated $3.88M and leaving 12,839 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Wealth Enhancement Advisory Services first reported a position in LULU in Q4 2018 and has held it in 22 quarters since. The position peaked at $17M in Q4 2025. 120 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,839 shares of lululemon athletica worth $1.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 29,047 lululemon athletica shares in Q2 2026, an estimated $3.88M.
  • lululemon athletica made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1759 holding.
  • Wealth Enhancement Advisory Services first reported a position in lululemon athletica in Q4 2018 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's lululemon athletica position peaked at $17M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.