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Kestra Private Wealth Services’s Estee Lauder EL Stock Holding History

Kestra Private Wealth Services’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 		$801K Buy
10,144
+3,076
+44% +$248K 0.01% 1019
2026
Q1 		$507K Buy
7,068
+3,879
+122% +$396K 0.01% 1196
2025
Q4 		$334K Buy
3,189
+220
+7% +$21.3K ﹤0.01% 1368
2025
Q3 		$262K Sell
2,969
-1,874
-39% -$167K ﹤0.01% 1434
2025
Q2 		$391K Buy
4,843
+1,292
+36% +$83.1K 0.01% 1148
2025
Q1 		$234K Buy
3,551
+612
+21% +$44.3K ﹤0.01% 1312
2024
Q4 		$220K Buy
2,939
+680
+30% +$53.7K ﹤0.01% 1278
2024
Q3 		$225K Buy
2,259
+306
+16% +$29K ﹤0.01% 1216
2024
Q2 		$208K Sell
1,953
-7
-0.4% -$918 ﹤0.01% 1227
2024
Q1 		$302K Sell
1,960
-408
-17% -$57.9K 0.01% 1009
2023
Q4 		$346K Sell
2,368
-272
-10% -$36.1K 0.01% 885
2023
Q3 		$382K Buy
2,640
+196
+8% +$32.7K 0.01% 763
2023
Q2 		$480K Buy
2,444
+108
+5% +$22.9K 0.02% 654
2023
Q1 		$576K Sell
2,336
-987
-30% -$251K 0.02% 561
2022
Q4 		$825K Sell
3,323
-129
-4% -$28.8K 0.04% 405
2022
Q3 		$745K Buy
3,452
+237
+7% +$60.5K 0.04% 397
2022
Q2 		$819K Sell
3,215
-251
-7% -$63.7K 0.05% 374
2022
Q1 		$944K Sell
3,466
-1,225
-26% -$369K 0.05% 392
2021
Q4 		$1.74M Buy
4,691
+48
+1% +$16.3K 0.08% 259
2021
Q3 		$1.39M Buy
4,643
+960
+26% +$314K 0.08% 282
2021
Q2 		$1.17M Buy
3,683
+56
+2% +$17K 0.07% 295
2021
Q1 		$1.05M Buy
3,627
+710
+24% +$194K 0.07% 277
2020
Q4 		$766K Buy
+2,917
New +$702K 0.06% 334

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

Kestra Private Wealth Services's EL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Estee Lauder (EL) stake by 44% in Q2 2026, buying an estimated $248K and bringing the position to 10,144 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #1019.

Kestra Private Wealth Services first reported a position in EL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.74M in Q4 2021. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Kestra Private Wealth Services held 10,144 shares of Estee Lauder worth $801K as of Q2 2026.
  • Kestra Private Wealth Services bought 3,076 Estee Lauder shares in Q2 2026, an estimated $248K.
  • Estee Lauder made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1019 holding.
  • Kestra Private Wealth Services first reported a position in Estee Lauder in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Estee Lauder position peaked at $1.74M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.