Halbert Hargrove Global Advisors’s Estee Lauder EL Stock Holding History

Halbert Hargrove Global Advisors’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	$137	Buy	+2	New	+$162	﹤0.01%	691
2025 Q4	–	Sell	-18	Closed	-$1.59K	–	488
2025 Q3	$1.59K	Buy	+18	New	+$1.6K	﹤0.01%	608
2014 Q1	–	Sell	-4,323	Closed	-$326K	–	129
2013 Q4	$326K	Sell	4,323 -1,101	-20%	-$79.7K	0.1%	78
2013 Q3	$379K	Buy	5,424 +171	+3%	+$11.6K	0.13%	59
2013 Q2	$345K	Buy	+5,253	New	+$358K	0.13%	69

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

Halbert Hargrove Global Advisors's EL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Estee Lauder (EL) in Q2 2026: 2 shares worth $137. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in EL as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in EL in Q2 2013 and has held it in 5 quarters since. The position peaked at $379K in Q3 2013. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Halbert Hargrove Global Advisors held 2 shares of Estee Lauder worth $137 as of Q2 2026.
Estee Lauder was a new Halbert Hargrove Global Advisors position in Q2 2026.
Estee Lauder made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #691 holding.
Halbert Hargrove Global Advisors first reported a position in Estee Lauder in Q2 2013 and has held it in 5 quarters since.
Halbert Hargrove Global Advisors's Estee Lauder position peaked at $379K in Q3 2013.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.