Bluebird Wealth Management’s Estee Lauder EL Stock Holding History

Bluebird 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	–	Sell	-9,786	Closed	-$702K	–	92
2026 Q1	$702K	Buy	+9,786	New	+$1,000K	0.72%	51

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

Bluebird Wealth Management's EL Position: Q2 2026 in Review

Bluebird Wealth Management sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 9,786 shares — an estimated $702K sold.

Bluebird Wealth Management first reported a position in EL in Q1 2026 and held it in 1 quarter. The position peaked at $702K in Q1 2026. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Bluebird Wealth Management reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
Bluebird Wealth Management sold 9,786 Estee Lauder shares in Q2 2026, an estimated $702K.
Bluebird Wealth Management first reported a position in Estee Lauder in Q1 2026 and held it in 1 quarter.
Bluebird Wealth Management's Estee Lauder position peaked at $702K in Q1 2026.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.