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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Integrated Wealth Concepts's EL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Estee Lauder (EL) in Q1 2026: 3,299 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EL as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in EL in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2023. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Integrated Wealth Concepts held 3,299 shares of Estee Lauder worth $237K as of Q1 2026.
  • Estee Lauder was a new Integrated Wealth Concepts position in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2003 holding.
  • Integrated Wealth Concepts first reported a position in Estee Lauder in Q3 2019 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Estee Lauder position peaked at $1.11M in Q1 2023.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.