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Aventura Private Wealth’s Estee Lauder EL Stock Holding History

Aventura Private Wealth’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 		$18.4K Buy
233
+70
+43% +$5.65K 0.01% 496
2026
Q1 		$11.7K Sell
163
-11
-6% -$1.12K ﹤0.01% 523
2025
Q4 		$18.2K Buy
174
+5
+3% +$485 0.01% 432
2025
Q3 		$14.9K Sell
169
-56
-25% -$4.99K 0.01% 437
2025
Q2 		$18.2K Sell
225
-58
-20% -$3.73K 0.01% 388
2025
Q1 		$18.7K Sell
283
-88
-24% -$6.37K 0.01% 365
2024
Q4 		$27.8K Buy
+371
New +$29.3K 0.02% 311

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's EL Position: Q2 2026 in Review

Aventura Private Wealth increased its Estee Lauder (EL) stake by 43% in Q2 2026, buying an estimated $5.65K and bringing the position to 233 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #496.

Aventura Private Wealth first reported a position in EL in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.8K in Q4 2024. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Aventura Private Wealth held 233 shares of Estee Lauder worth $18.4K as of Q2 2026.
  • Aventura Private Wealth bought 70 Estee Lauder shares in Q2 2026, an estimated $5.65K.
  • Estee Lauder made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #496 holding.
  • Aventura Private Wealth first reported a position in Estee Lauder in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Estee Lauder position peaked at $27.8K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.