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WealthPLAN Partners’s lululemon athletica LULU Stock Holding History

WealthPLAN Partners’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
-1,568
Closed -$240K – 242
2026
Q1 		$240K Sell
1,568
-1,471
-48% -$264K 0.05% 205
2025
Q4 		$632K Sell
3,039
-248
-8% -$44.9K 0.09% 160
2025
Q3 		$585K Buy
3,287
+687
+26% +$138K 0.09% 162
2025
Q2 		$618K Sell
2,600
-1,929
-43% -$531K 0.1% 157
2025
Q1 		$1.28M Buy
4,529
+655
+17% +$240K 0.18% 109
2024
Q4 		$1.48M Sell
3,874
-962
-20% -$314K 0.21% 107
2024
Q3 		$1.31M Sell
4,836
-305
-6% -$80.9K 0.18% 113
2024
Q2 		$1.54M Sell
5,141
-223
-4% -$74.6K 0.16% 123
2024
Q1 		$2.1M Buy
5,364
+1,755
+49% +$811K 0.22% 112
2023
Q4 		$1.85M Buy
3,609
+266
+8% +$115K 0.19% 121
2023
Q3 		$1.29M Buy
3,343
+3,171
+1,844% +$1.21M 0.15% 135
2023
Q2 		$65.1K Sell
172
-147
-46% -$54.2K 0.01% 465
2023
Q1 		$116K Buy
+319
New +$100K 0.01% 392
2021
Q4 		– Sell
-511
Closed -$222K – 387
2021
Q3 		$222K Sell
511
-2
-0.4% -$801 0.01% 352
2021
Q2 		$210K Buy
+513
New +$169K 0.01% 337

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's LULU Position: Q2 2026 in Review

WealthPLAN Partners sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,568 shares — an estimated $240K sold.

WealthPLAN Partners first reported a position in LULU in Q2 2021 and held it in 15 quarters. The position peaked at $2.1M in Q1 2024. 843 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • WealthPLAN Partners reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 1,568 lululemon athletica shares in Q2 2026, an estimated $240K.
  • WealthPLAN Partners first reported a position in lululemon athletica in Q2 2021 and held it in 15 quarters.
  • WealthPLAN Partners's lululemon athletica position peaked at $2.1M in Q1 2024.
  • 843 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.