Wealthspire Advisors (New York)’s lululemon athletica LULU Stock Holding History

Wealthspire Advisors (New York)’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	$3.72M	Buy	+32,616	New	+$4.36M	0.02%	311
2026 Q1	–	Sell	-1,361	Closed	-$283K	–	1034
2025 Q4	$283K	Buy	1,361 +227	+20%	+$41.1K	﹤0.01%	824
2025 Q3	$202K	Buy	+1,134	New	+$227K	﹤0.01%	788
2025 Q1	–	Sell	-565	Closed	-$216K	–	815
2024 Q4	$216K	Buy	+565	New	+$184K	﹤0.01%	730
2021 Q4	–	Sell	-1,075	Closed	-$435K	–	588
2021 Q3	$435K	Buy	+1,075	New	+$431K	0.01%	384
2021 Q2	–	Sell	-707	Closed	-$217K	–	539
2021 Q1	$217K	Buy	+707	New	+$232K	0.01%	651
2019 Q1	–	Sell	-16	Closed	-$2K	–	478
2018 Q4	$2K	Buy	+16	New	+$2.15K	﹤0.01%	760

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

Wealthspire Advisors (New York)'s LULU Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in lululemon athletica (LULU) in Q2 2026: 32,616 shares worth $3.72M. The stake represents 0.02% of the portfolio and ranks #311 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in LULU as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in LULU in Q4 2018 and has held it in 7 quarters since. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Wealthspire Advisors (New York) held 32,616 shares of lululemon athletica worth $3.72M as of Q2 2026.
lululemon athletica was a new Wealthspire Advisors (New York) position in Q2 2026.
lululemon athletica made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #311 holding.
Wealthspire Advisors (New York) first reported a position in lululemon athletica in Q4 2018 and has held it in 7 quarters since.
850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.