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Capital Advisors Ltd’s Estee Lauder EL Stock Holding History

Capital Advisors Ltd’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 		$0 Sell
3
-2
-40% -$162 ﹤0.01% 1424
2026
Q1 		$0 Buy
5
+3
+150% +$307 ﹤0.01% 1431
2025
Q4 		$0 Buy
+2
New +$194 ﹤0.01% 1406
2025
Q2 		– Sell
-11
Closed -$1K – 1407
2025
Q1 		$1K Buy
11
+6
+120% +$434 ﹤0.01% 1160
2024
Q4 		$0 Buy
+5
New +$395 ﹤0.01% 1427
2024
Q3 		– Sell
-1,026
Closed -$109K – 1441
2024
Q2 		$109K Buy
1,026
+177
+21% +$23.2K 0.01% 329
2024
Q1 		$131K Buy
849
+90
+12% +$12.8K 0.02% 316
2023
Q4 		$111K Sell
759
-214
-22% -$28.4K 0.02% 324
2023
Q3 		$141K Buy
973
+134
+16% +$22.3K 0.02% 295
2023
Q2 		$165K Hold
839
– – 0.02% 279
2023
Q1 		$207K Hold
839
– – 0.03% 237
2022
Q4 		$208K Buy
839
+17
+2% +$3.8K 0.04% 232
2022
Q3 		$178K Buy
822
+51
+7% +$13K 0.03% 251
2022
Q2 		$196K Buy
771
+138
+22% +$35K 0.04% 233
2022
Q1 		$172K Buy
633
+266
+72% +$80K 0.03% 254
2021
Q4 		$136K Buy
367
+255
+228% +$86.5K 0.02% 269
2021
Q3 		$34K Buy
+112
New +$36.6K 0.01% 350
2019
Q3 		– Sell
-121
Closed -$22K – 413
2019
Q2 		$22K Buy
+121
New +$20.7K 0.01% 325

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

Capital Advisors Ltd's EL Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Estee Lauder (EL) stake by 40% in Q2 2026, selling an estimated $162 and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Capital Advisors Ltd first reported a position in EL in Q2 2019 and has held it in 18 quarters since. The position peaked at $208K in Q4 2022. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Capital Advisors Ltd held 3 shares of Estee Lauder worth $0 as of Q2 2026.
  • Capital Advisors Ltd sold 2 Estee Lauder shares in Q2 2026, an estimated $162.
  • Estee Lauder made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1424 holding.
  • Capital Advisors Ltd first reported a position in Estee Lauder in Q2 2019 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Estee Lauder position peaked at $208K in Q4 2022.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.