Icon Wealth Advisors’s Estee Lauder EL Stock Holding History

Icon 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	$226K	Buy	+2,867	New	+$232K	0.01%	386
2026 Q1	–	Sell	-3,867	Closed	-$395K	–	404
2025 Q4	$395K	Hold	3,867	–	–	0.03%	277
2025 Q3	$341K	Hold	3,867	–	–	0.02%	299
2025 Q2	$312K	Buy	+3,867	New	+$249K	0.02%	303
2024 Q4	–	Sell	-1,281	Closed	-$128K	–	511
2024 Q3	$128K	Sell	1,281 -661	-34%	-$62.7K	0.01%	434
2024 Q2	$193K	Sell	1,942 -1,193	-38%	-$156K	0.02%	339
2024 Q1	$483K	Buy	3,135 +1,039	+50%	+$147K	0.04%	216
2023 Q4	$307K	Buy	+2,096	New	+$278K	0.03%	263

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

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

Icon Wealth Advisors opened a new position in Estee Lauder (EL) in Q2 2026: 2,867 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in EL as recently as Q4 2025.

Icon Wealth Advisors first reported a position in EL in Q4 2023 and has held it in 8 quarters since. The position peaked at $483K in Q1 2024. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Icon Wealth Advisors held 2,867 shares of Estee Lauder worth $226K as of Q2 2026.
Estee Lauder was a new Icon Wealth Advisors position in Q2 2026.
Estee Lauder made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #386 holding.
Icon Wealth Advisors first reported a position in Estee Lauder in Q4 2023 and has held it in 8 quarters since.
Icon Wealth Advisors's Estee Lauder position peaked at $483K in Q1 2024.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.