Arkadios Wealth Advisors

Position in LULU — lululemon athletica inc.

CIK 1800798 ATLANTA, GA

Position in LULU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,305,875

-$677,228 QoQ

Shares Held

11,437

-11.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#310

of 847 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Arkadios Wealth Advisors holds $13,309,748 across 3 Apparel Retail names. LULU ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	45,207	$6,848,860
2	ROST	Ross Stores, Inc.	24,219	$5,155,013
3	LULU	lululemon athletica inc. This page	11,437	$1,305,875

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,305,875	11,437	-11.7%	Shares	Sole	2026-08-10
2026-03-31	$1,983,103	12,953	+43.3%	Shares	Sole	2026-05-18
2025-12-31	$1,878,601	9,040	+82.0%	Shares	Sole	2026-02-13
2025-09-30	$883,955	4,968	+41.5%	Shares	Sole	2025-10-29
2025-06-30	$834,143	3,511	-41.8%	Shares	Sole	2025-08-04
2025-03-31	$1,706,850	6,030	+120.7%	Shares	Sole	2025-05-08
2024-12-31	$1,044,744	2,732	+9.8%	Shares	Sole	2025-01-15
2024-09-30	$675,118	2,488	+28.6%	Shares	Sole	2024-10-24
2024-06-30	$577,685	1,934	-1.8%	Shares	Sole	2024-07-29
2024-03-31	$769,189	1,969	-3.4%	Shares	Sole	2024-04-30
2023-12-31	$1,042,520	2,039	-0.9%	Shares	Sole	2024-01-24
2023-09-30	$793,585	2,058	+1.1%	Shares	Sole	2023-10-13
2023-06-30	$770,247	2,035	+3.5%	Shares	Sole	2023-07-26
2023-03-31	$715,997	1,966	+21.2%	Shares	Sole	2023-05-02
2022-12-31	$519,656	1,622	-0.4%	Shares	Sole	2023-01-11
2022-09-30	$455,403	1,629	-18.7%	Shares	Sole	2022-10-21
2022-06-30	$546,037	2,003	+166.4%	Shares	Sole	2022-07-14
2022-03-31	$274,652	752	+358.5%	Shares	Sole	2022-05-02
2021-09-30	$66,370	164	-30.8%	Shares	Sole	2021-10-19
2021-06-30	$86,497	237	+26.7%	Shares	Sole	2021-07-28
2021-03-31	$57,354	187	-27.2%	Shares	Sole	2021-04-26
2020-12-31	$89,443	257	+42.0%	Shares	Sole	2021-02-09
2020-09-30	$59,615	181	-29.3%	Shares	Sole	2020-11-10
2020-06-30	$79,874	256	-6.9%	Shares	Sole	2020-08-10
2020-03-31	$52,126	275	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.