Forum Finance Group’s Estee Lauder EL Stock Holding History

Forum Finance Group’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	$13K	Buy	200 +100	+100%	+$8.08K	﹤0.01%	288
2026 Q1	$6K	Buy	+100	New	+$10.2K	﹤0.01%	285

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

Forum Finance Group's EL Position: Q2 2026 in Review

Forum Finance Group increased its Estee Lauder (EL) stake by 100% in Q2 2026, buying an estimated $8.08K and bringing the position to 200 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Forum Finance Group first reported a position in EL in Q1 2026 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Forum Finance Group held 200 shares of Estee Lauder worth $13K as of Q2 2026.
Forum Finance Group bought 100 Estee Lauder shares in Q2 2026, an estimated $8.08K.
Estee Lauder made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #288 holding.
Forum Finance Group first reported a position in Estee Lauder in Q1 2026 and has held it in 2 quarters since.
825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.