BGAI
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Bruce G. Allen Investments’s Estee Lauder EL Stock Holding History

Bruce G. Allen Investments’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 		$395 Sell
5
-121
-96% -$9.77K ﹤0.01% 968
2026
Q1 		$9.04K Buy
126
+10
+9% +$1.02K 0.01% 503
2025
Q4 		$12.1K Buy
116
+14
+14% +$1.36K 0.01% 450
2025
Q3 		$8.99K Hold
102
– – 0.01% 486
2025
Q2 		$8.24K Buy
102
+65
+176% +$4.18K 0.01% 503
2025
Q1 		$2.44K Sell
37
-69
-65% -$4.99K ﹤0.01% 673
2024
Q4 		$7.95K Buy
106
+96
+960% +$7.58K 0.01% 510
2024
Q3 		$997 Sell
10
-24
-71% -$2.27K ﹤0.01% 821
2024
Q2 		$3.62K Buy
34
+10
+42% +$1.31K ﹤0.01% 611
2024
Q1 		$3.7K Sell
24
-11
-31% -$1.56K ﹤0.01% 633
2023
Q4 		$5.12K Buy
+35
New +$4.64K ﹤0.01% 586

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's EL Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Estee Lauder (EL) stake by 96% in Q2 2026, selling an estimated $9.77K and leaving 5 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Bruce G. Allen Investments first reported a position in EL in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1K in Q4 2025. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Bruce G. Allen Investments held 5 shares of Estee Lauder worth $395 as of Q2 2026.
  • Bruce G. Allen Investments sold 121 Estee Lauder shares in Q2 2026, an estimated $9.77K.
  • Estee Lauder made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #968 holding.
  • Bruce G. Allen Investments first reported a position in Estee Lauder in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Estee Lauder position peaked at $12.1K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.