Position in LULU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$420,295
-$576 QoQ
Shares Held
3,681
+33.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#473
of 847 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $22,340,991 across 6 Apparel Retail names. LULU ranks #2 (1.9% of the industry book) .
All Filings in LULU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,295 | 3,681 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $420,871 | 2,749 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $440,349 | 2,119 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $52,845 | 297 | Shares | Sole | 2025-10-31 | |
| 2024-06-30 | $298 | 1 | Shares | Sole | 2024-08-08 | |
| 2022-06-30 | $2,726 | 10 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,652 | 10 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||