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Beacon Pointe Advisors’s Estee Lauder EL Stock Holding History

Beacon Pointe Advisors’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 		$1.76M Sell
22,332
-3,326
-13% -$269K 0.01% 810
2026
Q1 		$1.84M Buy
25,658
+7,254
+39% +$741K 0.01% 759
2025
Q4 		$1.93M Buy
18,404
+183
+1% +$17.8K 0.01% 618
2025
Q3 		$1.61M Buy
18,221
+2,484
+16% +$221K 0.01% 599
2025
Q2 		$1.27M Sell
15,737
-3,756
-19% -$242K 0.01% 592
2025
Q1 		$1.29M Buy
19,493
+2,295
+13% +$166K 0.01% 570
2024
Q4 		$1.29M Sell
17,198
-7,004
-29% -$553K 0.01% 573
2024
Q3 		$2.41M Buy
24,202
+6,254
+35% +$593K 0.03% 431
2024
Q2 		$1.91M Buy
17,948
+2,825
+19% +$371K 0.02% 487
2024
Q1 		$2.33M Sell
15,123
-25,288
-63% -$3.59M 0.03% 460
2023
Q4 		$5.91M Sell
40,411
-4,451
-10% -$591K 0.07% 242
2023
Q3 		$6.48M Buy
44,862
+7,392
+20% +$1.23M 0.08% 221
2023
Q2 		$7.36M Sell
37,470
-5,531
-13% -$1.17M 0.12% 164
2023
Q1 		$10.6M Buy
43,001
+23,048
+116% +$5.86M 0.18% 121
2022
Q4 		$4.95M Buy
19,953
+7,525
+61% +$1.68M 0.1% 194
2022
Q3 		$2.69M Buy
12,428
+189
+2% +$48.3K 0.06% 260
2022
Q2 		$3.12M Sell
12,239
-144
-1% -$36.5K 0.07% 248
2022
Q1 		$3.37M Sell
12,383
-108
-0.9% -$32.5K 0.05% 329
2021
Q4 		$4.62M Sell
12,491
-119
-0.9% -$40.4K 0.12% 148
2021
Q3 		$3.78M Buy
12,610
+11,168
+774% +$3.65M 0.09% 198
2021
Q2 		$459K Buy
+1,442
New +$437K 0.02% 505

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

Beacon Pointe Advisors's EL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Estee Lauder (EL) stake by 13% in Q2 2026, selling an estimated $269K and leaving 22,332 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #810.

Beacon Pointe Advisors first reported a position in EL in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q1 2023. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Beacon Pointe Advisors held 22,332 shares of Estee Lauder worth $1.76M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,326 Estee Lauder shares in Q2 2026, an estimated $269K.
  • Estee Lauder made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #810 holding.
  • Beacon Pointe Advisors first reported a position in Estee Lauder in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Estee Lauder position peaked at $10.6M in Q1 2023.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.