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Atlantic Edge Private Wealth Management’s Estee Lauder EL Stock Holding History

Atlantic Edge Private Wealth Management’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
-10
Closed -$718 – 631
2026
Q1 		$718 Sell
10
-15
-60% -$1.53K ﹤0.01% 580
2025
Q4 		$2.62K Buy
+25
New +$2.43K ﹤0.01% 504

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

Atlantic Edge Private Wealth Management's EL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 10 shares — an estimated $718 sold.

Atlantic Edge Private Wealth Management first reported a position in EL in Q4 2025 and held it in 2 quarters. The position peaked at $2.62K in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Atlantic Edge Private Wealth Management reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 10 Estee Lauder shares in Q2 2026, an estimated $718.
  • Atlantic Edge Private Wealth Management first reported a position in Estee Lauder in Q4 2025 and held it in 2 quarters.
  • Atlantic Edge Private Wealth Management's Estee Lauder position peaked at $2.62K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.