Cardinal Point Capital Management’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.03M Buy
25,745
+2,815
+12% +$227K 0.12% 90
2026
Q1
$1.65M Buy
22,930
+4,455
+24% +$455K 0.1% 91
2025
Q4
$1.93M Buy
18,475
+1,615
+10% +$157K 0.13% 84
2025
Q3
$1.49M Buy
16,860
+12,680
+303% +$1.13M 0.1% 93
2025
Q2
$338K Buy
+4,180
New +$269K 0.03% 173

Other funds holding EL

Cardinal Point Capital Management's EL Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Estee Lauder (EL) stake by 12% in Q2 2026, buying an estimated $227K and bringing the position to 25,745 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #90.

Cardinal Point Capital Management first reported a position in EL in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Cardinal Point Capital Management held 25,745 shares of Estee Lauder worth $2.03M as of Q2 2026.
  • Cardinal Point Capital Management bought 2,815 Estee Lauder shares in Q2 2026, an estimated $227K.
  • Estee Lauder made up 0.12% of Cardinal Point Capital Management's portfolio in Q2 2026, its #90 holding.
  • Cardinal Point Capital Management first reported a position in Estee Lauder in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.