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Action Point Financial Planning’s Estee Lauder EL Stock Holding History

Action Point Financial Planning’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95K Buy
+52
New +$4.2K ﹤0.01% 1924

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Action Point Financial Planning's EL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Estee Lauder (EL) in Q2 2026: 52 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #1924 among its holdings.

823 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Action Point Financial Planning held 52 shares of Estee Lauder worth $3.95K as of Q2 2026.
  • Estee Lauder was a new Action Point Financial Planning position in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1924 holding.
  • 823 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.