UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in LULU — lululemon athletica inc.
CIK 1463217
IRVING, TX
Position in LULU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$790,468
+$9,199 QoQ
Shares Held
6,923
+35.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#365
of 847 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $13,901,426 across 4 Apparel Retail names. LULU ranks #3 (5.7% of the industry book) .
All Filings in LULU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,468 | 6,923 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $781,269 | 5,103 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $815,238 | 3,923 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $508,896 | 2,142 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,340,289 | 4,735 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,899,812 | 4,968 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,272,631 | 4,690 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $933,138 | 3,124 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,985,737 | 7,643 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,751,417 | 9,293 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,747,789 | 17,499 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,121,859 | 16,174 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,445,368 | 14,952 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $4,772,700 | 14,897 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,675,948 | 9,572 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,814,970 | 10,326 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,455,440 | 12,199 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,121,340 | 13,083 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,225,486 | 12,912 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,722,711 | 12,940 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,844,303 | 12,534 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,444,581 | 15,644 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $470,999 | 1,430 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $538,841 | 1,727 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $293,612 | 1,549 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||