Fulcrum Asset Management’s Estee Lauder EL Stock Holding History

Fulcrum Asset Management’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	$124K	Sell	1,562 -228	-13%	-$18.4K	0.01%	457
2026 Q1	$122K	Buy	1,790 +385	+27%	+$39.3K	0.02%	163
2025 Q4	$149K	Sell	1,405 -42	-3%	-$4.08K	0.04%	126
2025 Q3	$128K	Sell	1,447 -39	-3%	-$3.47K	0.04%	128
2025 Q2	$120K	Buy	+1,486	New	+$95.6K	0.03%	142
2022 Q1	–	Hold	0	–	–	–	60
2021 Q4	–	Hold	0	–	–	–	8
2021 Q3	–	Hold	0	–	–	–	8
2021 Q2	–	Hold	0	–	–	–	12
2021 Q1	–	Hold	0	–	–	–	4
2020 Q3	–	Hold	0	–	–	–	111

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

Fulcrum Asset Management's EL Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Estee Lauder (EL) stake by 13% in Q2 2026, selling an estimated $18.4K and leaving 1,562 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #457.

Fulcrum Asset Management first reported a position in EL in Q2 2025 and has held it in 5 quarters since. The position peaked at $149K in Q4 2025. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Fulcrum Asset Management held 1,562 shares of Estee Lauder worth $124K as of Q2 2026.
Fulcrum Asset Management sold 228 Estee Lauder shares in Q2 2026, an estimated $18.4K.
Estee Lauder made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #457 holding.
Fulcrum Asset Management first reported a position in Estee Lauder in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Estee Lauder position peaked at $149K in Q4 2025.
825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.