Position in LULU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,847
-$6,759 QoQ
Shares Held
95
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#683
of 847 holders
Holding Since
Mar 2022
15 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, 2026Activest Wealth Management holds $144,505 across 7 Apparel Retail names. LULU ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
586 | $88,779 | |
| 2 | ROST |
Ross Stores, Inc.
|
116 | $24,690 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
95 | $10,847 | |
| 4 | BURL |
Burlington Stores, Inc.
|
28 | $8,870 | |
| 5 | GAP |
Gap Inc
|
394 | $7,359 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
44 | $3,960 | |
| 7 | CRI |
Carters Inc
|
0 | $0 |
All Filings in LULU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,847 | 95 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $17,606 | 115 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,818 | 28 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,142 | 57 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,364 | 31 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,547 | 9 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,482 | 46 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,740 | 46 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,712 | 20 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,570 | 20 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,283 | 20 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $5,452 | 20 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $7,304 | 20 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||