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Cape Investment Advisory’s Estee Lauder EL Stock Holding History

Cape Investment Advisory’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 		$3.87K Buy
+49
New +$3.96K ﹤0.01% 1098
2026
Q1 		– Sell
-1
Closed -$105 – 477
2025
Q4 		$105 Hold
1
– – ﹤0.01% 1294
2025
Q3 		$88 Hold
1
– – ﹤0.01% 841
2025
Q2 		$81 Hold
1
– – ﹤0.01% 1156
2025
Q1 		$66 Hold
1
– – ﹤0.01% 1114
2024
Q4 		$75 Buy
+1
New +$79 ﹤0.01% 1121

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

Cape Investment Advisory's EL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Estee Lauder (EL) in Q2 2026: 49 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EL as recently as Q4 2025.

Cape Investment Advisory first reported a position in EL in Q4 2024 and has held it in 6 quarters since. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Cape Investment Advisory held 49 shares of Estee Lauder worth $3.87K as of Q2 2026.
  • Estee Lauder was a new Cape Investment Advisory position in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1098 holding.
  • Cape Investment Advisory first reported a position in Estee Lauder in Q4 2024 and has held it in 6 quarters since.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.