IWC
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Integrated Wealth Concepts’s Estee Lauder EL Stock Holding History

Integrated Wealth Concepts’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 		$1.17M Buy
14,791
+11,492
+348% +$928K 0.01% 1120
2026
Q1 		$237K Buy
+3,299
New +$337K ﹤0.01% 2003
2025
Q2 		– Sell
-3,240
Closed -$214K – 1926
2025
Q1 		$214K Sell
3,240
-126
-4% -$9.11K ﹤0.01% 1588
2024
Q4 		$252K Sell
3,366
-5,715
-63% -$451K ﹤0.01% 1471
2024
Q3 		$905K Buy
9,081
+5,140
+130% +$487K 0.01% 849
2024
Q2 		$419K Buy
3,941
+158
+4% +$20.7K 0.01% 1132
2024
Q1 		$583K Sell
3,783
-69
-2% -$9.79K 0.01% 979
2023
Q4 		$563K Sell
3,852
-632
-14% -$83.9K 0.01% 948
2023
Q3 		$648K Sell
4,484
-36
-0.8% -$6K 0.01% 875
2023
Q2 		$888K Buy
4,520
+30
+0.7% +$6.37K 0.02% 727
2023
Q1 		$1.11M Buy
4,490
+3,287
+273% +$835K 0.02% 580
2022
Q4 		$298K Sell
1,203
-96
-7% -$21.4K 0.01% 830
2022
Q3 		$280K Sell
1,299
-317
-20% -$80.9K 0.01% 758
2022
Q2 		$411K Buy
1,616
+227
+16% +$57.6K 0.01% 661
2022
Q1 		$378K Buy
1,389
+318
+30% +$95.7K 0.01% 659
2021
Q4 		$396K Sell
1,071
-40
-4% -$13.6K 0.01% 672
2021
Q3 		$333K Buy
1,111
+84
+8% +$27.4K 0.01% 700
2021
Q2 		$327K Buy
1,027
+210
+26% +$63.7K 0.01% 634
2021
Q1 		$238K Buy
+817
New +$224K 0.01% 647
2020
Q1 		– Sell
-1,299
Closed -$268K – 429
2019
Q4 		$268K Sell
1,299
-9
-0.7% -$1.75K 0.02% 386
2019
Q3 		$260K Buy
+1,308
New +$250K 0.03% 344

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's EL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Estee Lauder (EL) stake by 348% in Q2 2026, buying an estimated $928K and bringing the position to 14,791 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1120.

Integrated Wealth Concepts first reported a position in EL in Q3 2019 and has held it in 21 quarters since. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Integrated Wealth Concepts held 14,791 shares of Estee Lauder worth $1.17M as of Q2 2026.
  • Integrated Wealth Concepts bought 11,492 Estee Lauder shares in Q2 2026, an estimated $928K.
  • Estee Lauder made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1120 holding.
  • Integrated Wealth Concepts first reported a position in Estee Lauder in Q3 2019 and has held it in 21 quarters since.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.