CFO
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CVA Family Office’s Estee Lauder EL Stock Holding History

CVA Family Office’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 		$75.1K Sell
951
-119
-11% -$9.61K 0.01% 535
2026
Q1 		$76.8K Sell
1,070
-54
-5% -$5.52K 0.01% 514
2025
Q4 		$118K Sell
1,124
-250
-18% -$24.3K 0.01% 389
2025
Q3 		$121K Buy
1,374
+351
+34% +$31.3K 0.02% 382
2025
Q2 		$82.7K Buy
1,023
+355
+53% +$22.8K 0.01% 441
2025
Q1 		$44.1K Buy
668
+359
+116% +$26K 0.01% 543
2024
Q4 		$23.2K Sell
309
-962
-76% -$76K ﹤0.01% 650
2024
Q3 		$127K Buy
1,271
+1,013
+393% +$96K 0.02% 332
2024
Q2 		$27.5K Sell
258
-644
-71% -$84.5K ﹤0.01% 594
2024
Q1 		$139K Buy
902
+485
+116% +$68.8K 0.02% 303
2023
Q4 		$61K Buy
+417
New +$55.3K 0.01% 428
2023
Q3 		– Sell
-366
Closed -$71.9K – 445
2023
Q2 		$71.9K Sell
366
-39
-10% -$8.27K 0.02% 365
2023
Q1 		$99.8K Sell
405
-43
-10% -$10.9K 0.02% 313
2022
Q4 		$111K Buy
448
+10
+2% +$2.23K 0.03% 279
2022
Q3 		$95K Buy
438
+70
+19% +$17.9K 0.03% 250
2022
Q2 		$94K Buy
368
+45
+14% +$11.4K 0.03% 253
2022
Q1 		$88K Hold
323
– – 0.02% 287
2021
Q4 		$120K Buy
+323
New +$110K 0.03% 219
2021
Q3 		– Sell
-253
Closed -$80K – 513
2021
Q2 		$80K Buy
253
+103
+69% +$31.2K 0.02% 277
2021
Q1 		$44K Buy
+150
New +$41.1K 0.02% 287

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 $3.38T AUM 44.17% 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

CVA Family Office's EL Position: Q2 2026 in Review

CVA Family Office reduced its Estee Lauder (EL) stake by 11% in Q2 2026, selling an estimated $9.61K and leaving 951 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #535.

CVA Family Office first reported a position in EL in Q1 2021 and has held it in 20 quarters since. The position peaked at $139K in Q1 2024. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • CVA Family Office held 951 shares of Estee Lauder worth $75.1K as of Q2 2026.
  • CVA Family Office sold 119 Estee Lauder shares in Q2 2026, an estimated $9.61K.
  • Estee Lauder made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #535 holding.
  • CVA Family Office first reported a position in Estee Lauder in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Estee Lauder position peaked at $139K in Q1 2024.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.