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Cassaday & Co Wealth Management’s Estee Lauder EL Stock Holding History

Cassaday & Co Wealth Management’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 		$4.03K Sell
51
-5
-9% -$404 ﹤0.01% 975
2026
Q1 		$4.02K Buy
+56
New +$5.72K ﹤0.01% 1006

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

Cassaday & Co Wealth Management's EL Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Estee Lauder (EL) stake by 8.9% in Q2 2026, selling an estimated $404 and leaving 51 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Cassaday & Co Wealth Management first reported a position in EL in Q1 2026 and has held it in 2 quarters since. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Cassaday & Co Wealth Management held 51 shares of Estee Lauder worth $4.03K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 5 Estee Lauder shares in Q2 2026, an estimated $404.
  • Estee Lauder made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #975 holding.
  • Cassaday & Co Wealth Management first reported a position in Estee Lauder in Q1 2026 and has held it in 2 quarters since.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.