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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s LULU Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 1,361 shares — an estimated $283K sold.

Wealthspire Advisors (New York) first reported a position in LULU in Q4 2018 and held it in 6 quarters. The position peaked at $435K in Q3 2021. 951 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,361 lululemon athletica shares in Q1 2026, an estimated $283K.
Wealthspire Advisors (New York) first reported a position in lululemon athletica in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s lululemon athletica position peaked at $435K in Q3 2021.
951 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.