Balance Wealth
EL icon

Balance Wealth’s Estee Lauder EL Stock Holding History

Balance 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
Q3 		$781 Buy
+8
New +$728 ﹤0.01% 858

Other funds holding EL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Balance Wealth's EL Position: Q3 2026 in Review

Balance Wealth opened a new position in Estee Lauder (EL) in Q3 2026: 8 shares worth $781. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings.

729 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Balance Wealth held 8 shares of Estee Lauder worth $781 as of Q3 2026.
  • Estee Lauder was a new Balance Wealth position in Q3 2026.
  • Estee Lauder made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #858 holding.
  • 729 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.