Wealth Enhancement Advisory Services
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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
2024
Q2 		– Sell
-100
Closed -$1.42K – 2663
2024
Q1 		$1.42K Buy
+100
New +$46.2K ﹤0.01% 2463

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
Robeco Institutional Asset Management
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

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. 192 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.
  • 192 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.