Position in LULU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,992
-$5,480 QoQ
Shares Held
70
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#702
of 847 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Olistico Wealth, LLC holds $614,446 across 2 Apparel Retail names. LULU ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,003 | $606,454 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
70 | $7,992 |
All Filings in LULU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,992 | 70 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,472 | 88 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $20,365 | 98 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $11,403 | 48 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,095 | 18 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,883 | 18 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,884 | 18 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||