Elevation Wealth Partners
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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
Q3 		$16.6K Buy
178
+51
+40% +$4.64K ﹤0.01% 739
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 		$7.56K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Elevation Wealth Partners's EL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Estee Lauder (EL) stake by 40% in Q3 2026, buying an estimated $4.64K and bringing the position to 178 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Elevation Wealth Partners first reported a position in EL in Q1 2023 and has held it in 15 quarters since. The position peaked at $17.5K in Q1 2023. 326 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Elevation Wealth Partners held 178 shares of Estee Lauder worth $16.6K as of Q3 2026.
  • Elevation Wealth Partners bought 51 Estee Lauder shares in Q3 2026, an estimated $4.64K.
  • Estee Lauder made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #739 holding.
  • Elevation Wealth Partners first reported a position in Estee Lauder in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Estee Lauder position peaked at $17.5K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.