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J. Safra Asset Management’s Estee Lauder EL Stock Holding History

J. Safra Asset 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 		$2.37K Hold
30
– – ﹤0.01% 605
2026
Q1 		$2.15K Hold
30
– – ﹤0.01% 598
2025
Q4 		$3.14K Buy
+30
New +$2.91K ﹤0.01% 494
2022
Q3 		– Hold
0
– – – 73
2022
Q1 		– Hold
0
– – – 131

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

J. Safra Asset Management's EL Position: Q2 2026 in Review

J. Safra Asset Management held its Estee Lauder (EL) position steady in Q2 2026 at 30 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

J. Safra Asset Management first reported a position in EL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.14K in Q4 2025. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • J. Safra Asset Management held 30 shares of Estee Lauder worth $2.37K as of Q2 2026.
  • J. Safra Asset Management left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #605 holding.
  • J. Safra Asset Management first reported a position in Estee Lauder in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's Estee Lauder position peaked at $3.14K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.