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BFC Planning, Inc.’s Estee Lauder EL Stock Holding History

BFC Planning, Inc.’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 		$34.2K Buy
433
+1
+0.2% +$81 ﹤0.01% 1747
2026
Q1 		$31K Buy
432
+2
+0.5% +$204 ﹤0.01% 1526
2025
Q4 		$45K Buy
430
+2
+0.5% +$194 ﹤0.01% 1411
2025
Q3 		$37.8K Sell
428
-98
-19% -$8.73K ﹤0.01% 1293
2025
Q2 		$42.5K Sell
526
-966
-65% -$62.1K ﹤0.01% 1198
2025
Q1 		$98.4K Buy
1,492
+361
+32% +$26.1K 0.01% 875
2024
Q4 		$84.8K Buy
+1,131
New +$89.3K 0.01% 933

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

BFC Planning, Inc.'s EL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Estee Lauder (EL) stake by 0.23% in Q2 2026, buying an estimated $81 and bringing the position to 433 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

BFC Planning, Inc. first reported a position in EL in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.4K in Q1 2025. 836 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • BFC Planning, Inc. held 433 shares of Estee Lauder worth $34.2K as of Q2 2026.
  • BFC Planning, Inc. bought 1 Estee Lauder share in Q2 2026, an estimated $81.
  • Estee Lauder made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1747 holding.
  • BFC Planning, Inc. first reported a position in Estee Lauder in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Estee Lauder position peaked at $98.4K in Q1 2025.
  • 836 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.