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Fiduciary Alliance’s Estee Lauder EL Stock Holding History

Fiduciary Alliance’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 		$1.27M Sell
16,149
-66
-0.4% -$5.33K 0.09% 235
2026
Q1 		$1.24M Buy
16,215
+700
+5% +$71.5K 0.08% 235
2025
Q4 		$1.62M Sell
15,515
-263
-2% -$25.5K 0.11% 187
2025
Q3 		$1.39M Sell
15,778
-1,922
-11% -$171K 0.09% 194
2025
Q2 		$1.43M Buy
17,700
+972
+6% +$62.5K 0.11% 179
2025
Q1 		$1.1M Buy
+16,728
New +$1.21M 0.11% 157
2023
Q3 		– Sell
-19
Closed -$3.73K – 389
2023
Q2 		$3.73K Buy
+19
New +$4.03K ﹤0.01% 727

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

Fiduciary Alliance's EL Position: Q2 2026 in Review

Fiduciary Alliance reduced its Estee Lauder (EL) stake by 0.41% in Q2 2026, selling an estimated $5.33K and leaving 16,149 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #235.

Fiduciary Alliance first reported a position in EL in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Fiduciary Alliance held 16,149 shares of Estee Lauder worth $1.27M as of Q2 2026.
  • Fiduciary Alliance sold 66 Estee Lauder shares in Q2 2026, an estimated $5.33K.
  • Estee Lauder made up 0.09% of Fiduciary Alliance's portfolio in Q2 2026, its #235 holding.
  • Fiduciary Alliance first reported a position in Estee Lauder in Q2 2023 and has held it in 7 quarters since.
  • Fiduciary Alliance's Estee Lauder position peaked at $1.62M in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.