Golden State Wealth Management’s Estee Lauder EL Stock Holding History

Golden State 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	$27.2K	Sell	344 -110	-24%	-$8.88K	﹤0.01%	882
2026 Q1	$32.7K	Hold	454	–	–	﹤0.01%	795
2025 Q4	$47.6K	Hold	454	–	–	0.01%	702
2025 Q3	$40K	Sell	454 -58	-11%	-$5.17K	﹤0.01%	729
2025 Q2	$41.4K	Buy	512 +210	+70%	+$13.5K	0.01%	690
2025 Q1	$20K	Sell	302 -96	-24%	-$6.94K	﹤0.01%	799
2024 Q4	$29.9K	Buy	+398	New	+$31.4K	﹤0.01%	676
2022 Q1	$674K	Buy	2,474 +25	+1%	+$7.52K	0.13%	145
2021 Q4	$907K	Buy	2,449 +4	+0.2%	+$1.36K	0.16%	134
2021 Q3	$734K	Sell	2,445 -375	-13%	-$123K	0.16%	126
2021 Q2	$897K	Buy	+2,820	New	+$855K	0.2%	105
2020 Q3	–	Sell	-1,312	Closed	-$248K	–	443
2020 Q2	$248K	Buy	+1,312	New	+$234K	0.06%	202

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

Golden State Wealth Management's EL Position: Q2 2026 in Review

Golden State Wealth Management reduced its Estee Lauder (EL) stake by 24% in Q2 2026, selling an estimated $8.88K and leaving 344 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Golden State Wealth Management first reported a position in EL in Q2 2020 and has held it in 12 quarters since. The position peaked at $907K in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Golden State Wealth Management held 344 shares of Estee Lauder worth $27.2K as of Q2 2026.
Golden State Wealth Management sold 110 Estee Lauder shares in Q2 2026, an estimated $8.88K.
Estee Lauder made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #882 holding.
Golden State Wealth Management first reported a position in Estee Lauder in Q2 2020 and has held it in 12 quarters since.
Golden State Wealth Management's Estee Lauder position peaked at $907K in Q4 2021.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.