EverSource Wealth Advisors, LLC
Position in LULU — lululemon athletica inc.
CIK 1710537
BIRMINGHAM, AL
Position in LULU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$70,674
-$398,112 QoQ
Shares Held
619
-79.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 847 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,878,216 across 21 Apparel Retail names. LULU ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
14,113 | $2,138,118 | |
| 2 | ROST |
Ross Stores, Inc.
|
2,973 | $632,798 | |
| 3 | BURL |
Burlington Stores, Inc.
|
1,797 | $569,286 | |
| 4 | GAP |
Gap Inc
|
8,460 | $158,029 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
1,262 | $113,590 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
619 | $70,674 | |
| 7 | BKE |
Buckle Inc
|
728 | $30,719 | |
| 8 | AEO |
American Eagle Outfitters Inc
|
1,614 | $27,759 |
All Filings in LULU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,674 | 619 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $468,786 | 3,062 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $116,784 | 562 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $127,040 | 714 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $225,699 | 950 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $222,200 | 785 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $226,764 | 593 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $149,783 | 552 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $178,618 | 598 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $210,168 | 538 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $338,982 | 663 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $258,356 | 670 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $273,275 | 722 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $264,399 | 726 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $229,710 | 717 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $457,077 | 1,635 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $80,147 | 294 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $107,376 | 294 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $119,000 | 304 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||