EWA
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EverSource Wealth Advisors’s Estee Lauder EL Stock Holding History

EverSource Wealth Advisors’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 		$92.8K Sell
1,176
-173
-13% -$14K ﹤0.01% 1426
2026
Q1 		$96.8K Buy
1,349
+370
+38% +$37.8K ﹤0.01% 1448
2025
Q4 		$103K Sell
979
-17
-2% -$1.65K ﹤0.01% 1297
2025
Q3 		$87.7K Sell
996
-1
-0.1% -$89 ﹤0.01% 1357
2025
Q2 		$80.6K Buy
997
+188
+23% +$12.1K ﹤0.01% 1324
2025
Q1 		$53.4K Sell
809
-1,133
-58% -$82K ﹤0.01% 1207
2024
Q4 		$146K Buy
1,942
+1,565
+415% +$124K 0.01% 783
2024
Q3 		$37.6K Buy
377
+120
+47% +$11.4K ﹤0.01% 1187
2024
Q2 		$25.6K Sell
257
-394
-61% -$51.7K ﹤0.01% 1384
2024
Q1 		$95.4K Sell
651
-16
-2% -$2.27K 0.01% 724
2023
Q4 		$97.5K Buy
667
+96
+17% +$12.7K 0.01% 646
2023
Q3 		$82.4K Buy
571
+81
+17% +$13.5K 0.01% 640
2023
Q2 		$96.2K Sell
490
-139
-22% -$29.5K 0.01% 593
2023
Q1 		$155K Sell
629
-508
-45% -$129K 0.02% 427
2022
Q4 		$282K Buy
1,137
+87
+8% +$19.4K 0.04% 293
2022
Q3 		$227K Sell
1,050
-254
-19% -$64.8K 0.05% 282
2022
Q2 		$332K Buy
1,304
+398
+44% +$101K 0.09% 198
2022
Q1 		$246K Buy
906
+455
+101% +$137K 0.06% 233
2021
Q4 		$166K Buy
+451
New +$153K 0.05% 251

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

EverSource Wealth Advisors's EL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Estee Lauder (EL) stake by 13% in Q2 2026, selling an estimated $14K and leaving 1,176 shares worth $92.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

EverSource Wealth Advisors first reported a position in EL in Q4 2021 and has held it in 19 quarters since. The position peaked at $332K in Q2 2022. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • EverSource Wealth Advisors held 1,176 shares of Estee Lauder worth $92.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 173 Estee Lauder shares in Q2 2026, an estimated $14K.
  • Estee Lauder made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1426 holding.
  • EverSource Wealth Advisors first reported a position in Estee Lauder in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Estee Lauder position peaked at $332K in Q2 2022.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.