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Institute for Wealth Management’s Estee Lauder EL Stock Holding History

Institute for 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 		$16.4K Buy
+208
New +$16.8K ﹤0.01% 1188
2022
Q1 		– Sell
-581
Closed -$215K – 549
2021
Q4 		$215K Buy
+581
New +$197K 0.04% 459

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

Institute for Wealth Management's EL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Estee Lauder (EL) in Q2 2026: 208 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EL as recently as Q4 2021.

Institute for Wealth Management first reported a position in EL in Q4 2021 and has held it in 2 quarters since. The position peaked at $215K in Q4 2021. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Institute for Wealth Management held 208 shares of Estee Lauder worth $16.4K as of Q2 2026.
  • Estee Lauder was a new Institute for Wealth Management position in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1188 holding.
  • Institute for Wealth Management first reported a position in Estee Lauder in Q4 2021 and has held it in 2 quarters since.
  • Institute for Wealth Management's Estee Lauder position peaked at $215K in Q4 2021.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.