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 Q2	$835K	Buy	10,576 +4,515	+74%	+$365K	0.01%	884
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

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

Arkadios Wealth Advisors's EL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Estee Lauder (EL) stake by 74% in Q2 2026, buying an estimated $365K and bringing the position to 10,576 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #884.

Arkadios Wealth Advisors first reported a position in EL in Q4 2019 and has held it in 13 quarters since. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Arkadios Wealth Advisors held 10,576 shares of Estee Lauder worth $835K as of Q2 2026.
Arkadios Wealth Advisors bought 4,515 Estee Lauder shares in Q2 2026, an estimated $365K.
Estee Lauder made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #884 holding.
Arkadios Wealth Advisors first reported a position in Estee Lauder in Q4 2019 and has held it in 13 quarters since.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.