WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LULU — lululemon athletica inc.
CIK 1632972
PLYMOUTH, MN
Position in LULU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,465,957
-$4,946,789 QoQ
Shares Held
12,839
-69.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 847 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Mar 31, 2024CallValue
$1,418
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $257,080,306 across 16 Apparel Retail names. LULU ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,188,743 | $180,094,564 | |
| 2 | ROST |
Ross Stores, Inc.
|
259,754 | $55,288,638 | |
| 3 | BURL |
Burlington Stores, Inc.
|
27,294 | $8,646,739 | |
| 4 | GAP |
Gap Inc
|
197,829 | $3,695,445 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
40,371 | $3,633,793 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
12,839 | $1,465,957 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
43,530 | $748,716 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
7,796 | $650,810 |
All Filings in LULU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465,957 | 12,839 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,412,746 | 41,886 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,335,528 | 78,608 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,542,630 | 42,391 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,544,275 | 44,382 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,817,296 | 9,953 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,096,756 | 8,098 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,145,413 | 15,277 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,747,130 | 29,284 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,266,608 | 23,721 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $1,418 | 100 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $9,768,706 | 19,106 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,158,577 | 15,971 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,937,556 | 8,066 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $3,095,324 | 8,475 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,096,369 | 7,910 | Shares | Sole | 2022-02-08 | |
| 2020-09-30 | $2,128,059 | 6,461 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,510,120 | 8,045 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $1,121,567 | 5,917 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||