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Clark Wealth Partners’s Estee Lauder EL Stock Holding History

Clark Wealth Partners’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 		$948 Hold
12
– – ﹤0.01% 492
2026
Q1 		$862 Hold
12
– – ﹤0.01% 537
2025
Q4 		$1.26K Hold
12
– – ﹤0.01% 469
2025
Q3 		$1.26K Sell
12
-1
-8% -$89 ﹤0.01% 469
2025
Q2 		$1.08K Buy
+13
New +$836 ﹤0.01% 426
2025
Q1 		– Sell
-22
Closed -$1.65K – 551
2024
Q4 		$1.65K Buy
+22
New +$1.74K ﹤0.01% 383

Other funds holding EL

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
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clark Wealth Partners's EL Position: Q2 2026 in Review

Clark Wealth Partners held its Estee Lauder (EL) position steady in Q2 2026 at 12 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Clark Wealth Partners first reported a position in EL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65K in Q4 2024. 771 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Clark Wealth Partners held 12 shares of Estee Lauder worth $948 as of Q2 2026.
  • Clark Wealth Partners left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #492 holding.
  • Clark Wealth Partners first reported a position in Estee Lauder in Q4 2024 and has held it in 6 quarters since.
  • Clark Wealth Partners's Estee Lauder position peaked at $1.65K in Q4 2024.
  • 771 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.