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Compass Financial Management’s Estee Lauder EL Stock Holding History

Compass Financial 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 		$79 Buy
+1
New +$81 ﹤0.01% 1515

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

Compass Financial Management's EL Position: Q2 2026 in Review

Compass Financial Management opened a new position in Estee Lauder (EL) in Q2 2026: 1 share worth $79. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings.

771 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Compass Financial Management held 1 share of Estee Lauder worth $79 as of Q2 2026.
  • Estee Lauder was a new Compass Financial Management position in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1515 holding.
  • 771 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.