CFO
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Callan Family Office’s Estee Lauder EL Stock Holding History

Callan Family Office’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 		$242K Buy
3,059
+193
+7% +$15.6K ﹤0.01% 1074
2026
Q1 		$206K Sell
2,866
-128
-4% -$13.1K ﹤0.01% 1058
2025
Q4 		$314K Buy
2,994
+681
+29% +$66.1K 0.01% 918
2025
Q3 		$204K Sell
2,313
-377
-14% -$33.6K 0.01% 822
2025
Q2 		$217K Buy
+2,690
New +$173K 0.01% 875

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

Callan Family Office's EL Position: Q2 2026 in Review

Callan Family Office increased its Estee Lauder (EL) stake by 6.7% in Q2 2026, buying an estimated $15.6K and bringing the position to 3,059 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Callan Family Office first reported a position in EL in Q2 2025 and has held it in 5 quarters since. The position peaked at $314K in Q4 2025. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Callan Family Office held 3,059 shares of Estee Lauder worth $242K as of Q2 2026.
  • Callan Family Office bought 193 Estee Lauder shares in Q2 2026, an estimated $15.6K.
  • Estee Lauder made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1074 holding.
  • Callan Family Office first reported a position in Estee Lauder in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Estee Lauder position peaked at $314K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.