CWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Consultiva Wealth Management's EL Position: Q1 2026 in Review

Consultiva Wealth Management held its Estee Lauder (EL) position steady in Q1 2026 at 30 shares worth $2.15K. The position accounts for 0.01% of the portfolio, ranked #244.

Consultiva Wealth Management first reported a position in EL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.14K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Consultiva Wealth Management held 30 shares of Estee Lauder worth $2.15K as of Q1 2026.
  • Consultiva Wealth Management left its Estee Lauder share count unchanged in Q1 2026.
  • Estee Lauder made up 0.01% of Consultiva Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Consultiva Wealth Management first reported a position in Estee Lauder in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Estee Lauder position peaked at $3.14K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.