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Caliber Wealth Management (Kansas)’s Estee Lauder EL Stock Holding History

Caliber Wealth Management (Kansas)’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 		$206K Sell
2,614
-671
-20% -$54.2K 0.02% 290
2026
Q1 		$236K Sell
3,285
-702
-18% -$71.7K 0.03% 246
2025
Q4 		$417K Sell
3,987
-141
-3% -$13.7K 0.04% 190
2025
Q3 		$364K Sell
4,128
-440
-10% -$39.2K 0.04% 196
2025
Q2 		$369K Sell
4,568
-12,362
-73% -$795K 0.04% 211
2025
Q1 		$1.12M Buy
+16,930
New +$1.22M 0.15% 122

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

Caliber Wealth Management (Kansas)'s EL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Estee Lauder (EL) stake by 20% in Q2 2026, selling an estimated $54.2K and leaving 2,614 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #290.

Caliber Wealth Management (Kansas) first reported a position in EL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2025. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,614 shares of Estee Lauder worth $206K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 671 Estee Lauder shares in Q2 2026, an estimated $54.2K.
  • Estee Lauder made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #290 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Estee Lauder in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Estee Lauder position peaked at $1.12M in Q1 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.