HHM Wealth Advisors’s Estee Lauder EL Stock Holding History

HHM Wealth 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	$79	Buy	+1	New	+$81	﹤0.01%	885
2025 Q3	–	Sell	-20	Closed	-$1.62K	–	873
2025 Q2	$1.62K	Hold	20	–	–	﹤0.01%	786
2025 Q1	$1.32K	Hold	20	–	–	﹤0.01%	803
2024 Q4	$1.5K	Hold	20	–	–	﹤0.01%	789
2024 Q3	$1.99K	Hold	20	–	–	﹤0.01%	708
2024 Q2	$2.13K	Hold	20	–	–	﹤0.01%	700
2024 Q1	$3.08K	Hold	20	–	–	﹤0.01%	663
2023 Q4	$2.92K	Hold	20	–	–	﹤0.01%	667
2023 Q3	$2.89K	Hold	20	–	–	﹤0.01%	693
2023 Q2	$3.93K	Sell	20 -6	-23%	-$1.27K	﹤0.01%	683
2023 Q1	$6.41K	Hold	26	–	–	﹤0.01%	600
2022 Q4	$6.45K	Buy	26 +6	+30%	+$1.34K	﹤0.01%	508
2022 Q3	$4K	Hold	20	–	–	﹤0.01%	549
2022 Q2	$5K	Hold	20	–	–	﹤0.01%	633
2022 Q1	$5K	Hold	20	–	–	﹤0.01%	606
2021 Q4	$7K	Hold	20	–	–	﹤0.01%	544
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	532
2021 Q2	$6K	Hold	20	–	–	﹤0.01%	513
2021 Q1	$6K	Hold	20	–	–	﹤0.01%	483
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	462
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	437
2020 Q2	$4K	Buy	+20	New	+$3.57K	﹤0.01%	422

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

HHM Wealth Advisors's EL Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in Estee Lauder (EL) in Q2 2026: 1 share worth $79. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in EL as recently as Q2 2025.

HHM Wealth Advisors first reported a position in EL in Q2 2020 and has held it in 22 quarters since. The position peaked at $7K in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

HHM Wealth Advisors held 1 share of Estee Lauder worth $79 as of Q2 2026.
Estee Lauder was a new HHM Wealth Advisors position in Q2 2026.
Estee Lauder made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #885 holding.
HHM Wealth Advisors first reported a position in Estee Lauder in Q2 2020 and has held it in 22 quarters since.
HHM Wealth Advisors's Estee Lauder position peaked at $7K in Q4 2021.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.