Position in LULU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$496,112
+$396,091 QoQ
Shares Held
4,345
+932.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#444
of 848 holders
Holding Since
Dec 2023
5 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, 2026Icon Wealth Advisors, LLC holds $2,170,239 across 3 Apparel Retail names. LULU ranks #3 (22.9% of the industry book) .
All Filings in LULU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,112 | 4,345 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $100,021 | 421 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $138,814 | 363 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $189,465 | 485 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $245,930 | 481 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||