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GoalVest Advisory’s Estee Lauder EL Stock Holding History

GoalVest Advisory’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
-9,810
Closed -$704K – 523
2026
Q1 		$704K Buy
9,810
+200
+2% +$20.4K 0.14% 89
2025
Q4 		$1.01M Hold
9,610
– – 0.19% 82
2025
Q3 		$847K Buy
9,610
+7,910
+465% +$704K 0.18% 78
2025
Q2 		$137K Buy
1,700
+1,697
+56,567% +$109K 0.03% 152
2025
Q1 		$198 Buy
+3
New +$217 ﹤0.01% 452
2024
Q4 		– Sell
-66
Closed -$6.58K – 394
2024
Q3 		$6.58K Buy
+66
New +$6.26K ﹤0.01% 338
2022
Q3 		– Sell
-120
Closed -$31K – 269
2022
Q2 		$31K Buy
+120
New +$30.4K 0.02% 191

Other funds holding EL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's EL Position: Q2 2026 in Review

GoalVest Advisory sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 9,810 shares — an estimated $704K sold.

GoalVest Advisory first reported a position in EL in Q2 2022 and held it in 7 quarters. The position peaked at $1.01M in Q4 2025. 92 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • GoalVest Advisory reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 9,810 Estee Lauder shares in Q2 2026, an estimated $704K.
  • GoalVest Advisory first reported a position in Estee Lauder in Q2 2022 and held it in 7 quarters.
  • GoalVest Advisory's Estee Lauder position peaked at $1.01M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.