IMG Wealth Management
EL icon

IMG Wealth Management’s Estee Lauder EL Stock Holding History

IMG 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
Q3 		$2.97K Sell
32
-23
-42% -$2.09K ﹤0.01% 465
2026
Q2 		$4.34K Buy
55
+45
+450% +$3.64K ﹤0.01% 416
2026
Q1 		$718 Sell
10
-57
-85% -$5.82K ﹤0.01% 486
2025
Q4 		$7.02K Hold
67
– – ﹤0.01% 376
2025
Q3 		$5.9K Hold
67
– – ﹤0.01% 334
2025
Q2 		$5.41K Buy
+67
New +$4.31K ﹤0.01% 336

Other funds holding EL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

IMG Wealth Management's EL Position: Q3 2026 in Review

IMG Wealth Management reduced its Estee Lauder (EL) stake by 42% in Q3 2026, selling an estimated $2.09K and leaving 32 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

IMG Wealth Management first reported a position in EL in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.02K in Q4 2025. 731 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • IMG Wealth Management held 32 shares of Estee Lauder worth $2.97K as of Q3 2026.
  • IMG Wealth Management sold 23 Estee Lauder shares in Q3 2026, an estimated $2.09K.
  • Estee Lauder made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #465 holding.
  • IMG Wealth Management first reported a position in Estee Lauder in Q2 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's Estee Lauder position peaked at $7.02K in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.