EP
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Evelyn Partners’s Estee Lauder EL Stock Holding History

Evelyn 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 		$270K Buy
+3,423
New +$276K ﹤0.01% 250

Other funds holding EL

BlackRock
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Vanguard Capital Management
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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
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evelyn Partners's EL Position: Q2 2026 in Review

Evelyn Partners opened a new position in Estee Lauder (EL) in Q2 2026: 3,423 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings.

771 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Evelyn Partners held 3,423 shares of Estee Lauder worth $270K as of Q2 2026.
  • Estee Lauder was a new Evelyn Partners position in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #250 holding.
  • 771 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.