Bay Harbor Wealth Management’s Estee Lauder EL Stock Holding History

Bay Harbor 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	$2.13K	Buy	27 +7	+35%	+$565	﹤0.01%	631
2026 Q1	$1.44K	Buy	20 +4	+25%	+$409	﹤0.01%	645
2025 Q4	$1.68K	Buy	16 +7	+78%	+$679	﹤0.01%	523
2025 Q3	$793	Buy	9 +7	+350%	+$623	﹤0.01%	589
2025 Q2	$161	Buy	+2	New	+$129	﹤0.01%	991
2021 Q2	–	Sell	-90	Closed	-$26K	–	213
2021 Q1	$26K	Hold	90	–	–	0.01%	169
2020 Q4	$24K	Hold	90	–	–	0.01%	197
2020 Q3	$20K	Hold	90	–	–	0.01%	203
2020 Q2	$17K	Hold	90	–	–	0.01%	201
2020 Q1	$14K	Hold	90	–	–	0.01%	197
2019 Q4	$19K	Hold	90	–	–	0.01%	204
2019 Q3	$18K	Hold	90	–	–	0.01%	213
2019 Q2	$16K	Hold	90	–	–	0.01%	221
2019 Q1	$15K	Hold	90	–	–	0.01%	247
2018 Q4	$12K	Buy	+90	New	+$12.2K	0.01%	240

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bay Harbor Wealth Management's EL Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Estee Lauder (EL) stake by 35% in Q2 2026, buying an estimated $565 and bringing the position to 27 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Bay Harbor Wealth Management first reported a position in EL in Q4 2018 and has held it in 15 quarters since. The position peaked at $26K in Q1 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Bay Harbor Wealth Management held 27 shares of Estee Lauder worth $2.13K as of Q2 2026.
Bay Harbor Wealth Management bought 7 Estee Lauder shares in Q2 2026, an estimated $565.
Estee Lauder made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #631 holding.
Bay Harbor Wealth Management first reported a position in Estee Lauder in Q4 2018 and has held it in 15 quarters since.
Bay Harbor Wealth Management's Estee Lauder position peaked at $26K in Q1 2021.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.