Compass Financial Management
EL icon

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
Q3 		$649 Buy
7
+6
+600% +$546 ﹤0.01% 1577
2026
Q2 		$79 Buy
+1
New +$81 ﹤0.01% 1515

Other funds holding EL

Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Compass Financial Management's EL Position: Q3 2026 in Review

Compass Financial Management increased its Estee Lauder (EL) stake by 600% in Q3 2026, buying an estimated $546 and bringing the position to 7 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Compass Financial Management first reported a position in EL in Q2 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Compass Financial Management held 7 shares of Estee Lauder worth $649 as of Q3 2026.
  • Compass Financial Management bought 6 Estee Lauder shares in Q3 2026, an estimated $546.
  • Estee Lauder made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1577 holding.
  • Compass Financial Management first reported a position in Estee Lauder in Q2 2026 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.