Financial Perspectives’s Estee Lauder EL Stock Holding History

Financial Perspectives’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	$1.97K	Hold	25	–	–	﹤0.01%	655
2026 Q1	$1.78K	Hold	25	–	–	﹤0.01%	640
2025 Q4	$2.59K	Hold	25	–	–	﹤0.01%	629
2025 Q3	$2.17K	Hold	25	–	–	﹤0.01%	633
2025 Q2	$1.98K	Buy	25 +1	+4%	+$64	﹤0.01%	630
2025 Q1	$1.61K	Hold	24	–	–	﹤0.01%	641
2024 Q4	$1.82K	Hold	24	–	–	﹤0.01%	632
2024 Q3	$2.41K	Hold	24	–	–	﹤0.01%	574
2024 Q2	$2.58K	Hold	24	–	–	﹤0.01%	561
2024 Q1	$3.73K	Hold	24	–	–	﹤0.01%	533
2023 Q4	$3.54K	Hold	24	–	–	﹤0.01%	549
2023 Q3	$3.5K	Hold	24	–	–	﹤0.01%	547
2023 Q2	$4.75K	Hold	24	–	–	﹤0.01%	519
2023 Q1	$5.96K	Hold	24	–	–	﹤0.01%	498
2022 Q4	$6K	Hold	24	–	–	﹤0.01%	495
2022 Q3	$5.22K	Hold	24	–	–	﹤0.01%	500
2022 Q2	$6.16K	Hold	24	–	–	﹤0.01%	491
2022 Q1	$6.59K	Hold	24	–	–	﹤0.01%	511
2021 Q4	$8.96K	Hold	24	–	–	﹤0.01%	453
2021 Q3	$7.26K	Hold	24	–	–	﹤0.01%	475
2021 Q2	$7.7K	Hold	24	–	–	﹤0.01%	488
2021 Q1	$7.04K	Hold	24	–	–	﹤0.01%	470
2020 Q4	$6.44K	Hold	24	–	–	﹤0.01%	450
2020 Q3	$5.28K	Hold	24	–	–	﹤0.01%	419
2020 Q2	$4.57K	Hold	24	–	–	﹤0.01%	415
2020 Q1	$3.86K	Hold	24	–	–	﹤0.01%	405
2019 Q4	$5K	Buy	+24	New	+$4.66K	﹤0.01%	393

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

Financial Perspectives's EL Position: Q2 2026 in Review

Financial Perspectives held its Estee Lauder (EL) position steady in Q2 2026 at 25 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Financial Perspectives first reported a position in EL in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.96K in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Financial Perspectives held 25 shares of Estee Lauder worth $1.97K as of Q2 2026.
Financial Perspectives left its Estee Lauder share count unchanged in Q2 2026.
Estee Lauder made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #655 holding.
Financial Perspectives first reported a position in Estee Lauder in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Estee Lauder position peaked at $8.96K in Q4 2021.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.