Concurrent Investment Advisors’s Estee Lauder EL Stock Holding History

Concurrent Investment Advisors’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	$390K	Sell	4,944 -594	-11%	-$48K	﹤0.01%	1544
2026 Q1	$398K	Buy	5,538 +572	+12%	+$58.4K	﹤0.01%	1330
2025 Q4	$520K	Buy	4,966 +620	+14%	+$60.2K	0.01%	1130
2025 Q3	$383K	Buy	4,346 +246	+6%	+$21.9K	0.01%	1043
2025 Q2	$331K	Buy	+4,100	New	+$264K	0.01%	1016
2024 Q1	–	Sell	-5,146	Closed	-$753K	–	949
2023 Q4	$753K	Buy	+5,146	New	+$683K	0.04%	391

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's EL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Estee Lauder (EL) stake by 11% in Q2 2026, selling an estimated $48K and leaving 4,944 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Concurrent Investment Advisors first reported a position in EL in Q4 2023 and has held it in 6 quarters since. The position peaked at $753K in Q4 2023. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Concurrent Investment Advisors held 4,944 shares of Estee Lauder worth $390K as of Q2 2026.
Concurrent Investment Advisors sold 594 Estee Lauder shares in Q2 2026, an estimated $48K.
Estee Lauder made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1544 holding.
Concurrent Investment Advisors first reported a position in Estee Lauder in Q4 2023 and has held it in 6 quarters since.
Concurrent Investment Advisors's Estee Lauder position peaked at $753K in Q4 2023.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.