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Badgley Phelps Wealth Managers’s Estee Lauder EL Stock Holding History

Badgley Phelps Wealth Managers’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 		$506K Sell
6,407
-2
-0% -$162 0.01% 250
2026
Q1 		$460K Buy
6,409
+2
+0% +$204 0.01% 252
2025
Q4 		$671K Hold
6,407
– – 0.01% 218
2025
Q3 		$565K Hold
6,407
– – 0.01% 218
2025
Q2 		$518K Sell
6,407
-8
-0.1% -$515 0.01% 214
2025
Q1 		$423K Buy
6,415
+8
+0.1% +$579 0.01% 225
2024
Q4 		$480K Sell
6,407
-52
-0.8% -$4.11K 0.01% 214
2024
Q3 		$644K Sell
6,459
-72
-1% -$6.83K 0.02% 193
2024
Q2 		$695K Sell
6,531
-530
-8% -$69.5K 0.02% 183
2024
Q1 		$1.09M Sell
7,061
-853
-11% -$121K 0.03% 163
2023
Q4 		$1.16M Sell
7,914
-40,078
-84% -$5.32M 0.03% 153
2023
Q3 		$6.94M Sell
47,992
-1,144
-2% -$191K 0.24% 100
2023
Q2 		$9.65M Sell
49,136
-1,289
-3% -$273K 0.32% 93
2023
Q1 		$12.4M Buy
50,425
+830
+2% +$211K 0.46% 75
2022
Q4 		$12.3M Sell
49,595
-867
-2% -$194K 0.49% 72
2022
Q3 		$10.9M Buy
50,462
+183
+0.4% +$46.7K 0.47% 71
2022
Q2 		$12.8M Sell
50,279
-1,459
-3% -$370K 0.53% 66
2022
Q1 		$14.1M Sell
51,738
-394
-0.8% -$119K 0.49% 69
2021
Q4 		$19.3M Buy
52,132
+1,458
+3% +$495K 0.63% 55
2021
Q3 		$15.2M Buy
+50,674
New +$16.6M 0.55% 63

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

Badgley Phelps Wealth Managers's EL Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Estee Lauder (EL) stake by 0.03% in Q2 2026, selling an estimated $162 and leaving 6,407 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #250.

Badgley Phelps Wealth Managers first reported a position in EL in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.3M in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Badgley Phelps Wealth Managers held 6,407 shares of Estee Lauder worth $506K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 2 Estee Lauder shares in Q2 2026, an estimated $162.
  • Estee Lauder made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #250 holding.
  • Badgley Phelps Wealth Managers first reported a position in Estee Lauder in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Estee Lauder position peaked at $19.3M in Q4 2021.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.