Position in LULU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$414,441
+$250,895 QoQ
Shares Held
2,707
+244.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.8127077946065755.ToString("F0")%
Shared 0.ToString("F0")%
None 99.18729220539343.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $20,949,880 across 22 Apparel Retail names. LULU ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
111,599 | $17,822,360 | |
| 2 | ROST |
Ross Stores, Inc.
|
5,568 | $1,206,195 | |
| 3 | BURL |
Burlington Stores, Inc.
|
1,953 | $635,467 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
2,707 | $414,441 | |
| 5 | GAP |
Gap Inc
|
14,349 | $347,245 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
3,383 | $156,835 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
1,328 | $121,339 | |
| 8 | BKE |
Buckle Inc
|
1,281 | $64,511 |
All Filings in LULU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $414,441 | 2,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $163,546 | 787 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $168,499 | 947 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $651,919 | 2,744 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $187,102 | 661 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $273,423 | 715 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $90,902 | 335 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $163,986 | 549 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $277,752 | 711 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $289,390 | 566 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $226,352 | 587 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $216,123 | 571 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $208,316 | 572 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $164,675 | 514 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $154,317 | 552 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $103,319 | 379 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $214,024 | 586 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $125,264 | 320 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $113,316 | 280 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $87,592 | 240 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $56,741 | 185 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $71,346 | 205 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $56,322 | 171 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $53,353 | 171 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $32,413 | 171 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||