Annis Gardner Whiting Capital Advisors’s Estee Lauder EL Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-75	Closed	-$5.38K	–	598
2026 Q1	$5.38K	Hold	75	–	–	﹤0.01%	945
2025 Q4	$7.85K	Buy	+75	New	+$7.28K	﹤0.01%	809
2025 Q2	–	Sell	-500	Closed	-$33K	–	1339
2025 Q1	$33K	Buy	500 +461	+1,182%	+$33.3K	0.01%	393
2024 Q4	$2.92K	Buy	+39	New	+$3.08K	﹤0.01%	658
2024 Q3	–	Sell	-433	Closed	-$46.1K	–	805
2024 Q2	$46.1K	Sell	433 -38	-8%	-$4.99K	0.01%	415
2024 Q1	$72.6K	Buy	471 +428	+995%	+$60.7K	0.03%	335
2023 Q4	$6.29K	Sell	43 -20	-32%	-$2.65K	﹤0.01%	520
2023 Q3	$9.11K	Buy	+63	New	+$10.5K	﹤0.01%	475

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 75 shares — an estimated $5.38K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EL in Q3 2023 and held it in 8 quarters. The position peaked at $72.6K in Q1 2024. 823 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 75 Estee Lauder shares in Q2 2026, an estimated $5.38K.
Annis Gardner Whiting Capital Advisors first reported a position in Estee Lauder in Q3 2023 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's Estee Lauder position peaked at $72.6K in Q1 2024.
823 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.