Alteri Wealth’s Estee Lauder EL Stock Holding History

Alteri Wealth’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 Q1	$480K	Buy	+6,684	New	+$683K	0.16%	169

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Alteri Wealth's EL Position: Q1 2026 in Review

Alteri Wealth opened a new position in Estee Lauder (EL) in Q1 2026: 6,684 shares worth $480K. The stake represents 0.16% of the portfolio and ranks #169 among its holdings.

831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Alteri Wealth held 6,684 shares of Estee Lauder worth $480K as of Q1 2026.
Estee Lauder was a new Alteri Wealth position in Q1 2026.
Estee Lauder made up 0.16% of Alteri Wealth's portfolio in Q1 2026, its #169 holding.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.