Position in LULU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$835,455
-$176,842 QoQ
Shares Held
7,317
+10.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#359
of 847 holders
Holding Since
Mar 2020
19 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, 2026Gradient Investments LLC holds $22,879,931 across 3 Apparel Retail names. LULU ranks #3 (3.7% of the industry book) .
All Filings in LULU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,455 | 7,317 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,012,297 | 6,612 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,353,050 | 6,511 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,021,318 | 5,740 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,248,482 | 5,255 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,440,775 | 5,090 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,149,144 | 5,620 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,586,583 | 5,847 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,653,101 | 12,230 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,501,005 | 8,962 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,858,788 | 9,503 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,075,897 | 10,570 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,943,213 | 10,418 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,862,234 | 10,605 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,173,043 | 9,904 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,622,272 | 9,380 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,619,376 | 16,945 | Shares | Sole | 2022-07-11 | |
| 2021-06-30 | $7,299 | 20 | Shares | Sole | 2021-07-12 | |
| 2020-03-31 | $379 | 2 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||