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JFS Wealth Advisors’s Estee Lauder EL Stock Holding History

JFS Wealth Advisors’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 		$4.82K Buy
61
+13
+27% +$1.05K ﹤0.01% 1285
2026
Q1 		$3.44K Buy
48
+8
+20% +$817 ﹤0.01% 1327
2025
Q4 		$4.19K Buy
40
+19
+90% +$1.84K ﹤0.01% 1307
2025
Q3 		$1.85K Buy
+21
New +$1.87K ﹤0.01% 1458
2024
Q4 		– Sell
-5
Closed -$499 – 1961
2024
Q3 		$499 Sell
5
-41
-89% -$3.89K ﹤0.01% 1798
2024
Q2 		$4.89K Sell
46
-3
-6% -$394 ﹤0.01% 1074
2024
Q1 		$7.55K Buy
49
+2
+4% +$284 ﹤0.01% 915
2023
Q4 		$6.87K Buy
47
+1
+2% +$133 ﹤0.01% 928
2023
Q3 		$6.65K Buy
46
+11
+31% +$1.83K ﹤0.01% 876
2023
Q2 		$6.87K Sell
35
-4
-10% -$849 ﹤0.01% 874
2023
Q1 		$9.61K Sell
39
-6
-13% -$1.52K ﹤0.01% 731
2022
Q4 		$11.2K Sell
45
-12
-21% -$2.68K ﹤0.01% 667
2022
Q3 		$12K Buy
57
+1
+2% +$255 ﹤0.01% 674
2022
Q2 		$14K Buy
56
+26
+87% +$6.6K ﹤0.01% 664
2022
Q1 		$8K Buy
30
+14
+88% +$4.21K ﹤0.01% 862
2021
Q4 		$6K Buy
+16
New +$5.43K ﹤0.01% 758
2018
Q4 		– Sell
-330
Closed -$48K – 480
2018
Q3 		$48K Buy
+330
New +$45.8K 0.01% 249
2018
Q2 		– Sell
-25
Closed -$4K – 493
2018
Q1 		$4K Hold
25
– – ﹤0.01% 433
2017
Q4 		$3K Buy
+25
New +$3K ﹤0.01% 462

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

JFS Wealth Advisors's EL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Estee Lauder (EL) stake by 27% in Q2 2026, buying an estimated $1.05K and bringing the position to 61 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

JFS Wealth Advisors first reported a position in EL in Q4 2017 and has held it in 19 quarters since. The position peaked at $48K in Q3 2018. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • JFS Wealth Advisors held 61 shares of Estee Lauder worth $4.82K as of Q2 2026.
  • JFS Wealth Advisors bought 13 Estee Lauder shares in Q2 2026, an estimated $1.05K.
  • Estee Lauder made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1285 holding.
  • JFS Wealth Advisors first reported a position in Estee Lauder in Q4 2017 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Estee Lauder position peaked at $48K in Q3 2018.
  • 825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.