Elevation Wealth Partners’s Estee Lauder EL Stock Holding History

Elevation Wealth Partners’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	$10K	Buy	127 +22	+21%	+$1.78K	﹤0.01%	808
2026 Q1	$7.53K	Buy	105 +7	+7%	+$715	﹤0.01%	589
2025 Q4	$10.2K	Buy	98 +1	+1%	+$97	﹤0.01%	478
2025 Q3	$8.58K	Buy	97 +25	+35%	+$2.23K	﹤0.01%	401
2025 Q2	$5.82K	Hold	72	–	–	﹤0.01%	395
2025 Q1	$4.73K	Buy	72 +1	+1%	+$72	﹤0.01%	408
2024 Q4	$5.35K	Hold	71	–	–	﹤0.01%	407
2024 Q3	$7.08K	Hold	71	–	–	﹤0.01%	378
2024 Q2	$7.55K	Hold	71	–	–	﹤0.01%	359
2024 Q1	$10.9K	Hold	71	–	–	0.01%	347
2023 Q4	$10.3K	Hold	71	–	–	0.01%	330
2023 Q3	$10.3K	Hold	71	–	–	0.01%	244
2023 Q2	$13.9K	Hold	71	–	–	0.01%	232
2023 Q1	$17.5K	Buy	+71	New	+$18K	0.02%	231

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 $3.37T AUM 44.26% 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

Elevation Wealth Partners's EL Position: Q2 2026 in Review

Elevation Wealth Partners increased its Estee Lauder (EL) stake by 21% in Q2 2026, buying an estimated $1.78K and bringing the position to 127 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Elevation Wealth Partners first reported a position in EL in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.5K in Q1 2023. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Elevation Wealth Partners held 127 shares of Estee Lauder worth $10K as of Q2 2026.
Elevation Wealth Partners bought 22 Estee Lauder shares in Q2 2026, an estimated $1.78K.
Estee Lauder made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #808 holding.
Elevation Wealth Partners first reported a position in Estee Lauder in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Estee Lauder position peaked at $17.5K in Q1 2023.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.