Kelleher Financial Advisors’s Estee Lauder EL Stock Holding History

Kelleher 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	$69.1K	Buy	876 +438	+100%	+$35.4K	0.01%	412
2026 Q1	$31.4K	Hold	438	–	–	0.01%	432
2025 Q4	$45.9K	Hold	438	–	–	0.01%	412
2025 Q3	$38.6K	Buy	+438	New	+$39K	0.01%	364
2023 Q2	–	Sell	-938	Closed	-$231K	–	116
2023 Q1	$231K	Hold	938	–	–	0.15%	92
2022 Q4	$233K	Buy	938 +1	+0.1%	+$223	0.17%	77
2022 Q3	$202K	Hold	937	–	–	0.14%	96
2022 Q2	$238K	Hold	937	–	–	0.11%	118
2022 Q1	$255K	Hold	937	–	–	0.14%	102
2021 Q4	$347K	Hold	937	–	–	0.18%	84
2021 Q3	$281K	Hold	937	–	–	0.12%	125
2021 Q2	$298K	Buy	937 +1	+0.1%	+$303	0.17%	93
2021 Q1	$272K	Buy	936 +1	+0.1%	+$274	0.17%	89
2020 Q4	$249K	Buy	935 +1	+0.1%	+$241	0.19%	87
2020 Q3	$203K	Buy	+934	New	+$192K	0.17%	93

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 $3.37T AUM 44.26% 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

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

Kelleher Financial Advisors increased its Estee Lauder (EL) stake by 100% in Q2 2026, buying an estimated $35.4K and bringing the position to 876 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #412.

Kelleher Financial Advisors first reported a position in EL in Q3 2020 and has held it in 15 quarters since. The position peaked at $347K in Q4 2021. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Kelleher Financial Advisors held 876 shares of Estee Lauder worth $69.1K as of Q2 2026.
Kelleher Financial Advisors bought 438 Estee Lauder shares in Q2 2026, an estimated $35.4K.
Estee Lauder made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #412 holding.
Kelleher Financial Advisors first reported a position in Estee Lauder in Q3 2020 and has held it in 15 quarters since.
Kelleher Financial Advisors's Estee Lauder position peaked at $347K in Q4 2021.
825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.