Steward Partners Investment Advisory, LLC
Position in LULU — lululemon athletica inc.
CIK 1723397
STAMFORD, CT
Position in LULU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$372,226
-$11,442 QoQ
Shares Held
3,260
+30.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#478
of 820 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $46,386,187 across 16 Apparel Retail names. LULU ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
269,269 | $40,794,253 | |
| 2 | ROST |
Ross Stores, Inc.
|
17,142 | $3,648,674 | |
| 3 | BURL |
Burlington Stores, Inc.
|
2,579 | $817,027 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
3,260 | $372,226 | |
| 5 | GCO |
Genesco Inc
|
8,417 | $284,242 | |
| 6 | GAP |
Gap Inc
|
7,676 | $143,387 | |
| 7 | VSXY |
Victoria's Secret & Co.
|
1,029 | $85,900 | |
| 8 | CAL |
Caleres Inc
|
5,867 | $72,574 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,226 | 3,260 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $383,668 | 2,506 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $724,633 | 3,487 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $773,817 | 4,349 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,961,222 | 8,255 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,182,392 | 7,710 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,406,125 | 8,907 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,001,945 | 11,063 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,352,859 | 7,877 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,823,931 | 35,387 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,866,862 | 31,033 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,423,809 | 27,032 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,459,853 | 22,351 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,893,818 | 21,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,914,441 | 21,582 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,959,939 | 21,319 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,788,055 | 21,232 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,670,560 | 21,002 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,025,344 | 30,720 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,416,600 | 30,681 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,114,796 | 30,454 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,385,019 | 30,599 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,429,066 | 29,966 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,378,152 | 28,473 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,484,175 | 27,192 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,814,125 | 20,122 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||