Center for Financial Planning’s Estee Lauder EL Stock Holding History

Center for Financial Planning’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	$1.84K	Hold	23	–	–	﹤0.01%	591
2026 Q1	$1.67K	Hold	23	–	–	﹤0.01%	585
2025 Q4	$2.42K	Hold	23	–	–	﹤0.01%	602
2025 Q3	$2.03K	Hold	23	–	–	﹤0.01%	592
2025 Q2	$1.85K	Sell	23 -1,257	-98%	-$80.9K	﹤0.01%	565
2025 Q1	$84.5K	Buy	1,280 +31	+2%	+$2.24K	0.01%	223
2024 Q4	$93.6K	Hold	1,249	–	–	0.01%	200
2024 Q3	$124K	Buy	1,249 +22	+2%	+$2.09K	0.02%	172
2024 Q2	$131K	Buy	1,227 +6	+0.5%	+$787	0.02%	163
2024 Q1	$188K	Buy	1,221 +43	+4%	+$6.1K	0.03%	152
2023 Q4	$172K	Hold	1,178	–	–	0.03%	148
2023 Q3	$170K	Buy	1,178 +22	+2%	+$3.67K	0.04%	140
2023 Q2	$227K	Hold	1,156	–	–	0.05%	128
2023 Q1	$285K	Hold	1,156	–	–	0.07%	110
2022 Q4	$287K	Buy	1,156 +151	+15%	+$33.7K	0.07%	107
2022 Q3	$217K	Hold	1,005	–	–	0.06%	116
2022 Q2	$256K	Sell	1,005 -2	-0.2%	-$507	0.07%	110
2022 Q1	$274K	Hold	1,007	–	–	0.06%	115
2021 Q4	$373K	Buy	1,007 +2	+0.2%	+$679	0.08%	96
2021 Q3	$301K	Buy	1,005 +5	+0.5%	+$1.63K	0.07%	101
2021 Q2	$318K	Hold	1,000	–	–	0.08%	104
2021 Q1	$291K	Hold	1,000	–	–	0.08%	100
2020 Q4	$266K	Hold	1,000	–	–	0.08%	100
2020 Q3	$218K	Buy	1,000 +3	+0.3%	+$617	0.07%	105
2020 Q2	$188K	Buy	997 +975	+4,432%	+$174K	0.07%	112
2020 Q1	$4K	Hold	22	–	–	﹤0.01%	432
2019 Q4	$5K	Buy	+22	New	+$4.27K	﹤0.01%	367

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Center for Financial Planning's EL Position: Q2 2026 in Review

Center for Financial Planning held its Estee Lauder (EL) position steady in Q2 2026 at 23 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Center for Financial Planning first reported a position in EL in Q4 2019 and has held it in 27 quarters since. The position peaked at $373K in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Center for Financial Planning held 23 shares of Estee Lauder worth $1.84K as of Q2 2026.
Center for Financial Planning left its Estee Lauder share count unchanged in Q2 2026.
Estee Lauder made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #591 holding.
Center for Financial Planning first reported a position in Estee Lauder in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Estee Lauder position peaked at $373K in Q4 2021.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.