Bogart Wealth LLC’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.26K Buy
92
+28
+44% +$2.26K ﹤0.01% 1096
2026
Q1
$4.59K Sell
64
-8
-11% -$817 ﹤0.01% 1082
2025
Q4
$7.54K Sell
72
-1
-1% -$97 ﹤0.01% 914
2025
Q3
$6.43K Buy
73
+6
+9% +$534 ﹤0.01% 923
2025
Q2
$5.41K Sell
67
-6
-8% -$386 ﹤0.01% 926
2025
Q1
$4.82K Sell
73
-8
-10% -$579 ﹤0.01% 909
2024
Q4
$6.11K Sell
81
-9
-10% -$711 ﹤0.01% 842
2024
Q3
$9.01K Hold
90
– – ﹤0.01% 716
2024
Q2
$9.61K Hold
90
– – ﹤0.01% 680
2024
Q1
$13.9K Sell
90
-25,335
-100% -$3.59M ﹤0.01% 589
2023
Q4
$3.72M Buy
25,425
+4,289
+20% +$569K 0.21% 94
2023
Q3
$3.06M Buy
21,136
+724
+4% +$121K 0.19% 97
2023
Q2
$4.01M Buy
20,412
+1,219
+6% +$259K 0.25% 88
2023
Q1
$4.73M Buy
19,193
+314
+2% +$79.8K 0.32% 79
2022
Q4
$4.68M Buy
18,879
+1,875
+11% +$419K 0.33% 70
2022
Q3
$3.67M Buy
17,004
+1,926
+13% +$492K 0.31% 69
2022
Q2
$3.84M Buy
15,078
+1,726
+13% +$438K 0.34% 66
2022
Q1
$3.64M Buy
13,352
+1,245
+10% +$375K 0.31% 69
2021
Q4
$4.48M Buy
12,107
+4,458
+58% +$1.51M 0.4% 49
2021
Q3
$2.29M Buy
7,649
+1,256
+20% +$410K 0.23% 82
2021
Q2
$2.03M Buy
6,393
+913
+17% +$277K 0.22% 80
2021
Q1
$1.59M Buy
5,480
+1,328
+32% +$364K 0.22% 83
2020
Q4
$1.1M Buy
4,152
+753
+22% +$181K 0.21% 83
2020
Q3
$741K Buy
3,399
+607
+22% +$125K 0.16% 84
2020
Q2
$527K Buy
2,792
+593
+27% +$106K 0.12% 95
2020
Q1
$350K Buy
2,199
+567
+35% +$109K 0.1% 98
2019
Q4
$337K Buy
1,632
+82
+5% +$15.9K 0.11% 94
2019
Q3
$308K Buy
1,550
+106
+7% +$20.3K 0.15% 83
2019
Q2
$264K Buy
1,444
+305
+27% +$52.1K 0.16% 80
2019
Q1
$188K Sell
1,139
-319
-22% -$46.8K 0.09% 90
2018
Q4
$189K Buy
1,458
+123
+9% +$16.7K 0.09% 73
2018
Q3
$194K Buy
1,335
+83
+7% +$11.5K 0.11% 72
2018
Q2
$178K Buy
1,252
+77
+7% +$11.4K 0.11% 71
2018
Q1
$178K Buy
1,175
+251
+27% +$34.8K 0.1% 71
2017
Q4
$118K Buy
924
+60
+7% +$7.21K 0.08% 86
2017
Q3
$95K Buy
+864
New +$88.7K 0.07% 85

Other funds holding EL

Bogart Wealth LLC's EL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Estee Lauder (EL) stake by 44% in Q2 2026, buying an estimated $2.26K and bringing the position to 92 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Bogart Wealth LLC first reported a position in EL in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.73M in Q1 2023. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Bogart Wealth LLC held 92 shares of Estee Lauder worth $7.26K as of Q2 2026.
  • Bogart Wealth LLC bought 28 Estee Lauder shares in Q2 2026, an estimated $2.26K.
  • Estee Lauder made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1096 holding.
  • Bogart Wealth LLC first reported a position in Estee Lauder in Q3 2017 and has held it in 36 quarters since.
  • Bogart Wealth LLC's Estee Lauder position peaked at $4.73M in Q1 2023.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.