CT
EL icon

Clearstead Trust’s Estee Lauder EL Stock Holding History

Clearstead Trust’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 		$6.47K Sell
82
-1,800
-96% -$145K ﹤0.01% 722
2026
Q1 		$135K Hold
1,882
– – 0.02% 217
2025
Q4 		$197K Hold
1,882
– – 0.03% 195
2025
Q3 		$166K Buy
1,882
+1,800
+2,195% +$160K 0.03% 196
2025
Q2 		$6.63K Sell
82
-38
-32% -$2.44K ﹤0.01% 686
2025
Q1 		$7.92K Buy
+120
New +$8.68K ﹤0.01% 503
2023
Q4 		– Sell
-47
Closed -$6.79K – 427
2023
Q3 		$6.79K Buy
+47
New +$7.84K ﹤0.01% 370

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

Clearstead Trust's EL Position: Q2 2026 in Review

Clearstead Trust reduced its Estee Lauder (EL) stake by 96% in Q2 2026, selling an estimated $145K and leaving 82 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Clearstead Trust first reported a position in EL in Q3 2023 and has held it in 7 quarters since. The position peaked at $197K in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Clearstead Trust held 82 shares of Estee Lauder worth $6.47K as of Q2 2026.
  • Clearstead Trust sold 1,800 Estee Lauder shares in Q2 2026, an estimated $145K.
  • Estee Lauder made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #722 holding.
  • Clearstead Trust first reported a position in Estee Lauder in Q3 2023 and has held it in 7 quarters since.
  • Clearstead Trust's Estee Lauder position peaked at $197K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.