Greenwood Capital Associates’s Estee Lauder EL Stock Holding History

Greenwood Capital Associates’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	$4.15M	Sell	52,606 -20,856	-28%	-$1.68M	0.41%	85
2026 Q1	$5.27M	Buy	73,462 +24,044	+49%	+$2.46M	0.58%	57
2025 Q4	$5.18M	Buy	49,418 +8,276	+20%	+$803K	0.56%	61
2025 Q3	$3.63M	Buy	41,142 +18,428	+81%	+$1.64M	0.42%	77
2025 Q2	$1.84M	Buy	+22,714	New	+$1.46M	0.23%	97
2023 Q2	–	Sell	-22,710	Closed	-$5.6M	–	242
2023 Q1	$5.6M	Buy	+22,710	New	+$5.77M	0.8%	46
2014 Q1	–	Sell	-31,160	Closed	-$2.35M	–	139
2013 Q4	$2.35M	Buy	31,160 +670	+2%	+$48.5K	0.73%	63
2013 Q3	$2.13M	Buy	30,490 +2,230	+8%	+$151K	0.75%	64
2013 Q2	$1.86M	Buy	+28,260	New	+$1.93M	0.81%	63

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

Greenwood Capital Associates's EL Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Estee Lauder (EL) stake by 28% in Q2 2026, selling an estimated $1.68M and leaving 52,606 shares worth $4.15M. The position accounts for 0.41% of the portfolio, ranked #85.

Greenwood Capital Associates first reported a position in EL in Q2 2013 and has held it in 9 quarters since. The position peaked at $5.6M in Q1 2023. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Greenwood Capital Associates held 52,606 shares of Estee Lauder worth $4.15M as of Q2 2026.
Greenwood Capital Associates sold 20,856 Estee Lauder shares in Q2 2026, an estimated $1.68M.
Estee Lauder made up 0.41% of Greenwood Capital Associates's portfolio in Q2 2026, its #85 holding.
Greenwood Capital Associates first reported a position in Estee Lauder in Q2 2013 and has held it in 9 quarters since.
Greenwood Capital Associates's Estee Lauder position peaked at $5.6M in Q1 2023.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.