JNBA Financial Advisors’s Estee Lauder EL Stock Holding History

JNBA Financial 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	$6.32K	Hold	80	–	–	﹤0.01%	578
2026 Q1	$5.74K	Hold	80	–	–	﹤0.01%	578
2025 Q4	$8.38K	Hold	80	–	–	﹤0.01%	507
2025 Q3	$7.05K	Hold	80	–	–	﹤0.01%	520
2025 Q2	$6.46K	Hold	80	–	–	﹤0.01%	514
2025 Q1	$5.28K	Hold	80	–	–	﹤0.01%	535
2024 Q4	$6K	Hold	80	–	–	﹤0.01%	521
2024 Q3	$7.98K	Hold	80	–	–	﹤0.01%	481
2024 Q2	$8.51K	Hold	80	–	–	﹤0.01%	475
2024 Q1	$12.3K	Hold	80	–	–	﹤0.01%	446
2023 Q4	$11.7K	Hold	80	–	–	﹤0.01%	453
2023 Q3	$11.6K	Hold	80	–	–	﹤0.01%	447
2023 Q2	$15.7K	Hold	80	–	–	﹤0.01%	415
2023 Q1	$19.7K	Hold	80	–	–	﹤0.01%	392
2022 Q4	$19.8K	Hold	80	–	–	﹤0.01%	372
2022 Q3	$17K	Hold	80	–	–	﹤0.01%	395
2022 Q2	$20K	Hold	80	–	–	﹤0.01%	390
2022 Q1	$22K	Hold	80	–	–	﹤0.01%	388
2021 Q4	$30K	Hold	80	–	–	﹤0.01%	362
2021 Q3	$24K	Hold	80	–	–	﹤0.01%	388
2021 Q2	$25K	Hold	80	–	–	﹤0.01%	371
2021 Q1	$23K	Hold	80	–	–	﹤0.01%	372
2020 Q4	$21K	Buy	+80	New	+$19.2K	﹤0.01%	359
2020 Q2	–	Sell	-20	Closed	-$3K	–	566
2020 Q1	$3K	Hold	20	–	–	﹤0.01%	482
2019 Q4	$4K	Buy	+20	New	+$3.88K	﹤0.01%	507
2016 Q4	–	Sell	-243	Closed	-$22K	–	730
2016 Q3	$22K	Buy	+243	New	+$22.2K	﹤0.01%	774

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JNBA Financial Advisors's EL Position: Q2 2026 in Review

JNBA Financial Advisors held its Estee Lauder (EL) position steady in Q2 2026 at 80 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

JNBA Financial Advisors first reported a position in EL in Q3 2016 and has held it in 26 quarters since. The position peaked at $30K in Q4 2021. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

JNBA Financial Advisors held 80 shares of Estee Lauder worth $6.32K as of Q2 2026.
JNBA Financial Advisors left its Estee Lauder share count unchanged in Q2 2026.
Estee Lauder made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #578 holding.
JNBA Financial Advisors first reported a position in Estee Lauder in Q3 2016 and has held it in 26 quarters since.
JNBA Financial Advisors's Estee Lauder position peaked at $30K in Q4 2021.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.