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Dogwood Wealth Management’s Estee Lauder EL Stock Holding History

Dogwood 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 		$158 Hold
2
– – ﹤0.01% 832
2026
Q1 		$144 Hold
2
– – ﹤0.01% 830
2025
Q4 		$209 Hold
2
– – ﹤0.01% 692
2025
Q3 		$176 Buy
+2
New +$178 ﹤0.01% 697
2024
Q3 		– Hold
0
– – – 394
2024
Q2 		– Hold
0
– – – 428
2024
Q1 		– Hold
0
– – – 386
2023
Q4 		– Hold
0
– – – 362

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

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

Dogwood Wealth Management held its Estee Lauder (EL) position steady in Q2 2026 at 2 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Dogwood Wealth Management first reported a position in EL in Q3 2025 and has held it in 4 quarters since. The position peaked at $209 in Q4 2025. 823 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Dogwood Wealth Management held 2 shares of Estee Lauder worth $158 as of Q2 2026.
  • Dogwood Wealth Management left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #832 holding.
  • Dogwood Wealth Management first reported a position in Estee Lauder in Q3 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Estee Lauder position peaked at $209 in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.