GWM
EL icon

GDS Wealth Management’s Estee Lauder EL Stock Holding History

GDS Wealth 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 		– Sell
-3,376
Closed -$242K – 234
2026
Q1 		$242K Buy
3,376
+398
+13% +$40.7K 0.01% 181
2025
Q4 		$312K Sell
2,978
-2,359
-44% -$229K 0.02% 149
2025
Q3 		$470K Sell
5,337
-201,223
-97% -$17.9M 0.03% 127
2025
Q2 		$16.7M Buy
206,560
+97,157
+89% +$6.25M 1.22% 33
2025
Q1 		$7.22M Sell
109,403
-25,936
-19% -$1.88M 0.62% 52
2024
Q4 		$10.1M Buy
135,339
+73,700
+120% +$5.82M 0.92% 45
2024
Q3 		$6.14M Sell
61,639
-8,820
-13% -$836K 0.6% 46
2024
Q2 		$7.5M Buy
70,459
+10,320
+17% +$1.35M 0.82% 50
2024
Q1 		$9.27M Buy
60,139
+6,721
+13% +$953K 1.09% 47
2023
Q4 		$7.81M Sell
53,418
-26,168
-33% -$3.47M 1.05% 42
2023
Q3 		$11.5M Buy
79,586
+40,540
+104% +$6.76M 1.81% 16
2023
Q2 		$7.67M Buy
39,046
+13,844
+55% +$2.94M 1.24% 27
2023
Q1 		$6.21M Sell
25,202
-3,829
-13% -$973K 1.1% 32
2022
Q4 		$7.2M Sell
29,031
-1,081
-4% -$241K 1.38% 29
2022
Q3 		$6.5M Sell
30,112
-1,048
-3% -$268K 1.45% 27
2022
Q2 		$7.94M Buy
31,160
+21,171
+212% +$5.37M 1.78% 20
2022
Q1 		$2.64M Buy
9,989
+1,139
+13% +$343K 0.58% 42
2021
Q4 		$3.28M Buy
+8,850
New +$3M 0.73% 36

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 $3.37T AUM 44.26% 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

GDS Wealth Management's EL Position: Q2 2026 in Review

GDS Wealth Management sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 3,376 shares — an estimated $242K sold.

GDS Wealth Management first reported a position in EL in Q4 2021 and held it in 18 quarters. The position peaked at $16.7M in Q2 2025. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • GDS Wealth Management reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • GDS Wealth Management sold 3,376 Estee Lauder shares in Q2 2026, an estimated $242K.
  • GDS Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 18 quarters.
  • GDS Wealth Management's Estee Lauder position peaked at $16.7M in Q2 2025.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.