Arkadios Wealth Advisors’s Estee Lauder EL Stock Holding History

Arkadios Wealth 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 Q1	$435K	Sell	6,061 -755	-11%	-$77.1K	0.01%	1184
2025 Q4	$714K	Buy	6,816 +611	+10%	+$59.3K	0.01%	850
2025 Q3	$547K	Sell	6,205 -846	-12%	-$75.3K	0.01%	894
2025 Q2	$570K	Buy	+7,051	New	+$454K	0.02%	795
2021 Q4	–	Sell	-159	Closed	-$47K	–	905
2021 Q3	$47K	Sell	159 -17	-10%	-$5.55K	0.01%	888
2021 Q2	$55K	Buy	176 +2	+1%	+$606	0.01%	892
2021 Q1	$50K	Buy	174 +70	+67%	+$19.2K	0.01%	690
2020 Q4	$27K	Sell	104 -81	-44%	-$19.5K	0.01%	681
2020 Q3	$41.5K	Sell	185 -7	-4%	-$1.44K	0.02%	447
2020 Q2	$37.6K	Buy	192 +71	+59%	+$12.7K	0.02%	414
2020 Q1	$19.3K	Sell	121 -26	-18%	-$5.02K	0.01%	495
2019 Q4	$31.6K	Buy	+147	New	+$28.6K	0.02%	379

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

Arkadios Wealth Advisors's EL Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Estee Lauder (EL) stake by 11% in Q1 2026, selling an estimated $77.1K and leaving 6,061 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1184.

Arkadios Wealth Advisors first reported a position in EL in Q4 2019 and has held it in 12 quarters since. The position peaked at $714K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Arkadios Wealth Advisors held 6,061 shares of Estee Lauder worth $435K as of Q1 2026.
Arkadios Wealth Advisors sold 755 Estee Lauder shares in Q1 2026, an estimated $77.1K.
Estee Lauder made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1184 holding.
Arkadios Wealth Advisors first reported a position in Estee Lauder in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Estee Lauder position peaked at $714K in Q4 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.