Position in LULU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,941
-$1,274 QoQ
Shares Held
17
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#760
of 847 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $222,334 across 10 Apparel Retail names. LULU ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
746 | $113,019 | |
| 2 | VSXY |
Victoria's Secret & Co.
|
595 | $49,670 | |
| 3 | ROST |
Ross Stores, Inc.
|
200 | $42,570 | |
| 4 | GAP |
Gap Inc
|
201 | $3,754 | |
| 5 | AEO |
American Eagle Outfitters Inc
|
173 | $2,975 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
18 | $2,956 | |
| 7 | BURL |
Burlington Stores, Inc.
|
9 | $2,851 | |
| 8 | LULU |
lululemon athletica inc.
This page
|
17 | $1,941 |
All Filings in LULU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941 | 17 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,215 | 21 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,065 | 34 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,202 | 18 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $9,265 | 39 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,171 | 43 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,913 | 39 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,311 | 38 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,155 | 34 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,407 | 42 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $21,985 | 43 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,339 | 32 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,626 | 36 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,839 | 38 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,300 | 54 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,494 | 59 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,994 | 44 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $22,312 | 57 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,020 | 47 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||