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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
Q1 		$4.02K Buy
+56
New +$5.72K ﹤0.01% 1006

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Cassaday & Co Wealth Management's EL Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Estee Lauder (EL) in Q1 2026: 56 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings.

831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Cassaday & Co Wealth Management held 56 shares of Estee Lauder worth $4.02K as of Q1 2026.
  • Estee Lauder was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1006 holding.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.