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HB Wealth Management’s Estee Lauder EL Stock Holding History

HB 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 		$447K Buy
5,656
+1,037
+22% +$83.8K ﹤0.01% 1166
2026
Q1 		$332K Buy
4,619
+213
+5% +$21.8K ﹤0.01% 1173
2025
Q4 		$461K Buy
4,406
+554
+14% +$53.8K ﹤0.01% 935
2025
Q3 		$339K Buy
3,852
+436
+13% +$38.8K ﹤0.01% 1015
2025
Q2 		$276K Buy
3,416
+180
+6% +$11.6K ﹤0.01% 974
2025
Q1 		$214K Buy
3,236
+311
+11% +$22.5K ﹤0.01% 1115
2024
Q4 		$219K Buy
2,925
+553
+23% +$43.7K ﹤0.01% 943
2024
Q3 		$236K Sell
2,372
-888
-27% -$84.2K ﹤0.01% 835
2024
Q2 		$347K Sell
3,260
-1,312
-29% -$172K ﹤0.01% 660
2024
Q1 		$705K Buy
4,572
+1,458
+47% +$207K 0.01% 411
2023
Q4 		$455K Sell
3,114
-156
-5% -$20.7K 0.01% 488
2023
Q3 		$473K Buy
3,270
+1,326
+68% +$221K 0.01% 447
2023
Q2 		$382K Sell
1,944
-738
-28% -$157K 0.01% 487
2023
Q1 		$661K Buy
2,682
+242
+10% +$61.5K 0.01% 358
2022
Q4 		$605K Buy
2,440
+50
+2% +$11.2K 0.01% 358
2022
Q3 		$516K Buy
2,390
+434
+22% +$111K 0.01% 332
2022
Q2 		$498K Buy
1,956
+359
+22% +$91.1K 0.01% 341
2022
Q1 		$435K Buy
1,597
+588
+58% +$177K 0.01% 372
2021
Q4 		$374K Buy
+1,009
New +$342K 0.01% 348

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 $3.38T AUM 44.17% 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

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

HB Wealth Management increased its Estee Lauder (EL) stake by 22% in Q2 2026, buying an estimated $83.8K and bringing the position to 5,656 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

HB Wealth Management first reported a position in EL in Q4 2021 and has held it in 19 quarters since. The position peaked at $705K in Q1 2024. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • HB Wealth Management held 5,656 shares of Estee Lauder worth $447K as of Q2 2026.
  • HB Wealth Management bought 1,037 Estee Lauder shares in Q2 2026, an estimated $83.8K.
  • Estee Lauder made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1166 holding.
  • HB Wealth Management first reported a position in Estee Lauder in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Estee Lauder position peaked at $705K in Q1 2024.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.