WAU
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Wellington-Altus USA’s lululemon athletica LULU Stock Holding History

Wellington-Altus USA’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 		$145K Buy
949
+840
+771% +$112K 0.1% 161
2026
Q1 		$12.4K Sell
109
-840
-89% -$151K 0.01% 589
2025
Q4 		$197K Buy
+949
New +$172K 0.15% 120

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

Wellington-Altus USA's LULU Position: Q2 2026 in Review

Wellington-Altus USA increased its lululemon athletica (LULU) stake by 771% in Q2 2026, buying an estimated $112K and bringing the position to 949 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #161.

Wellington-Altus USA first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $197K in Q4 2025. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Wellington-Altus USA held 949 shares of lululemon athletica worth $145K as of Q2 2026.
  • Wellington-Altus USA bought 840 lululemon athletica shares in Q2 2026, an estimated $112K.
  • lululemon athletica made up 0.1% of Wellington-Altus USA's portfolio in Q2 2026, its #161 holding.
  • Wellington-Altus USA first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's lululemon athletica position peaked at $197K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.