Focus Partners Wealth
EL icon

Focus Partners Wealth’s Estee Lauder EL Stock Holding History

Focus Partners Wealth’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 		$376K Sell
4,761
-1,239
-21% -$100K ﹤0.01% 2126
2026
Q1 		$431K Sell
6,000
-2,736
-31% -$280K ﹤0.01% 2005
2025
Q4 		$915K Buy
8,736
+5,537
+173% +$537K ﹤0.01% 1670
2025
Q3 		$282K Sell
3,199
-2,812
-47% -$250K ﹤0.01% 1877
2025
Q2 		$486K Buy
6,011
+2,934
+95% +$189K ﹤0.01% 1455
2025
Q1 		$203K Sell
3,077
-3,593
-54% -$260K ﹤0.01% 1745
2024
Q4 		$500K Sell
6,670
-22,359
-77% -$1.77M ﹤0.01% 1323
2024
Q3 		$15.8M Buy
29,029
+8,899
+44% +$844K 0.05% 319
2024
Q2 		$2.09M Buy
20,130
+12,802
+175% +$1.68M 0.01% 642
2024
Q1 		$1.13M Buy
7,328
+5,931
+425% +$841K 0.01% 583
2023
Q4 		$204K Buy
+1,397
New +$185K ﹤0.01% 756

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's EL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Estee Lauder (EL) stake by 21% in Q2 2026, selling an estimated $100K and leaving 4,761 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Focus Partners Wealth first reported a position in EL in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.8M in Q3 2024. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Focus Partners Wealth held 4,761 shares of Estee Lauder worth $376K as of Q2 2026.
  • Focus Partners Wealth sold 1,239 Estee Lauder shares in Q2 2026, an estimated $100K.
  • Estee Lauder made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2126 holding.
  • Focus Partners Wealth first reported a position in Estee Lauder in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Estee Lauder position peaked at $15.8M in Q3 2024.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.