Position in LULU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$960,710
-$519,001 QoQ
Shares Held
8,414
-12.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 847 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Kestra Advisory Services, LLC holds $19,586,791 across 6 Apparel Retail names. LULU ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
100,470 | $15,221,205 | |
| 2 | ROST |
Ross Stores, Inc.
|
10,296 | $2,191,503 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
8,414 | $960,710 | |
| 4 | CRI |
Carters Inc
|
16,507 | $679,428 | |
| 5 | URBN |
Urban Outfitters Inc
|
3,896 | $276,070 | |
| 6 | BURL |
Burlington Stores, Inc.
|
814 | $257,875 |
All Filings in LULU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,710 | 8,414 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,479,711 | 9,665 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,694,898 | 8,156 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,328,747 | 13,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,739,509 | 15,740 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,528,909 | 12,467 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,784,331 | 12,511 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,207,085 | 11,819 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,381,080 | 18,015 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,384,392 | 16,343 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,470,374 | 12,655 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,601,869 | 11,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,839,122 | 12,785 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,006,818 | 11,002 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,844,465 | 15,121 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,172,726 | 11,349 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,723,307 | 13,658 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,893,717 | 10,661 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $3,380,170 | 8,635 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $3,267,143 | 8,073 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $3,450,791 | 9,455 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $3,008,211 | 9,808 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,230,414 | 9,282 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $38,536 | 117 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||