AFG
EL icon

Atomi Financial Group’s Estee Lauder EL Stock Holding History

Atomi Financial Group’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 		$260K Sell
3,288
-68
-2% -$5.49K 0.01% 1100
2026
Q1 		$241K Sell
3,356
-82
-2% -$8.38K 0.01% 1072
2025
Q4 		$360K Buy
3,438
+264
+8% +$25.6K 0.01% 841
2025
Q3 		$280K Buy
+3,174
New +$283K 0.01% 930
2024
Q2 		– Sell
-1,318
Closed -$203K – 812
2024
Q1 		$203K Buy
+1,318
New +$187K 0.02% 674

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

Atomi Financial Group's EL Position: Q2 2026 in Review

Atomi Financial Group reduced its Estee Lauder (EL) stake by 2% in Q2 2026, selling an estimated $5.49K and leaving 3,288 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1100.

Atomi Financial Group first reported a position in EL in Q1 2024 and has held it in 5 quarters since. The position peaked at $360K in Q4 2025. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Atomi Financial Group held 3,288 shares of Estee Lauder worth $260K as of Q2 2026.
  • Atomi Financial Group sold 68 Estee Lauder shares in Q2 2026, an estimated $5.49K.
  • Estee Lauder made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1100 holding.
  • Atomi Financial Group first reported a position in Estee Lauder in Q1 2024 and has held it in 5 quarters since.
  • Atomi Financial Group's Estee Lauder position peaked at $360K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.