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Allworth Financial’s Estee Lauder EL Stock Holding History

Allworth Financial’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 		$149K Buy
1,885
+54
+3% +$4.36K ﹤0.01% 1696
2026
Q1 		$131K Buy
1,831
+42
+2% +$4.29K ﹤0.01% 1660
2025
Q4 		$187K Buy
1,789
+110
+7% +$10.7K ﹤0.01% 1373
2025
Q3 		$148K Buy
1,679
+179
+12% +$15.9K ﹤0.01% 1453
2025
Q2 		$121K Buy
1,500
+632
+73% +$40.7K ﹤0.01% 1442
2025
Q1 		$50.9K Sell
868
-773
-47% -$55.9K ﹤0.01% 1538
2024
Q4 		$131K Sell
1,641
-1
-0.1% -$79 ﹤0.01% 1140
2024
Q3 		$164K Buy
1,642
+288
+21% +$27.3K ﹤0.01% 886
2024
Q2 		$134K Buy
1,354
+847
+167% +$111K ﹤0.01% 958
2024
Q1 		$78.2K Sell
507
-2,176
-81% -$309K ﹤0.01% 1110
2023
Q4 		$392K Sell
2,683
-612
-19% -$81.2K ﹤0.01% 575
2023
Q3 		$476K Buy
3,295
+694
+27% +$116K ﹤0.01% 502
2023
Q2 		$511K Sell
2,601
-236
-8% -$50.1K ﹤0.01% 498
2023
Q1 		$699K Buy
2,837
+2,602
+1,107% +$661K 0.01% 405
2022
Q4 		$58.3K Sell
235
-496
-68% -$111K ﹤0.01% 960
2022
Q3 		$158K Sell
731
-3
-0.4% -$766 ﹤0.01% 649
2022
Q2 		$187K Buy
734
+561
+324% +$142K ﹤0.01% 567
2022
Q1 		$47K Buy
173
+26
+18% +$7.82K ﹤0.01% 913
2021
Q4 		$54K Buy
147
+80
+119% +$27.2K ﹤0.01% 817
2021
Q3 		$20K Buy
+67
New +$21.9K ﹤0.01% 1028
2018
Q2 		– Sell
-3
Closed – – 957
2018
Q1 		$0 Sell
3
-3
-50% -$415 ﹤0.01% 822
2017
Q4 		$1K Buy
+6
New +$721 ﹤0.01% 686
2016
Q1 		– Sell
-286
Closed -$25K – 630
2015
Q4 		$25K Hold
286
– – ﹤0.01% 271
2015
Q3 		$23K Hold
286
– – 0.01% 292
2015
Q2 		$25K Hold
286
– – 0.01% 274
2015
Q1 		$24K Buy
+286
New +$22.5K 0.01% 284

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

Allworth Financial's EL Position: Q2 2026 in Review

Allworth Financial increased its Estee Lauder (EL) stake by 2.9% in Q2 2026, buying an estimated $4.36K and bringing the position to 1,885 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Allworth Financial first reported a position in EL in Q1 2015 and has held it in 26 quarters since. The position peaked at $699K in Q1 2023. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Allworth Financial held 1,885 shares of Estee Lauder worth $149K as of Q2 2026.
  • Allworth Financial bought 54 Estee Lauder shares in Q2 2026, an estimated $4.36K.
  • Estee Lauder made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1696 holding.
  • Allworth Financial first reported a position in Estee Lauder in Q1 2015 and has held it in 26 quarters since.
  • Allworth Financial's Estee Lauder position peaked at $699K in Q1 2023.
  • 825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.