CWM
EL icon

Consultiva Wealth Management’s Estee Lauder EL Stock Holding History

Consultiva Wealth 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 		$2.37K Hold
30
– – 0.01% 262
2026
Q1 		$2.15K Hold
30
– – 0.01% 244
2025
Q4 		$3.14K Hold
30
– – 0.01% 235
2025
Q3 		$2.64K Hold
30
– – 0.01% 244
2025
Q2 		$2.42K Hold
30
– – 0.01% 255
2025
Q1 		$1.98K Hold
30
– – 0.01% 258
2024
Q4 		$2.25K Buy
+30
New +$2.37K 0.01% 153

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

Consultiva Wealth Management's EL Position: Q2 2026 in Review

Consultiva Wealth Management held its Estee Lauder (EL) position steady in Q2 2026 at 30 shares worth $2.37K. The position accounts for 0.01% of the portfolio, ranked #262.

Consultiva Wealth Management first reported a position in EL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.14K in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Consultiva Wealth Management held 30 shares of Estee Lauder worth $2.37K as of Q2 2026.
  • Consultiva Wealth Management left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up 0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Consultiva Wealth Management first reported a position in Estee Lauder in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Estee Lauder position peaked at $3.14K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.