Key Financial Inc’s Estee Lauder EL Stock Holding History

Key Financial Inc’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 Q3	$464	Hold	5	–	–	﹤0.01%	1234
2026 Q2	$395	Hold	5	–	–	﹤0.01%	1277
2026 Q1	$359	Sell	5 -2	-29%	-$204	﹤0.01%	1325
2025 Q4	$733	Hold	7	–	–	﹤0.01%	1288
2025 Q3	$603	Buy	7 +2	+40%	+$178	﹤0.01%	1321
2025 Q2	$404	Hold	5	–	–	﹤0.01%	1349
2025 Q1	$330	Hold	5	–	–	﹤0.01%	1323
2024 Q4	$375	Hold	5	–	–	﹤0.01%	1310
2024 Q3	$498	Hold	5	–	–	﹤0.01%	1260
2024 Q2	$532	Hold	5	–	–	﹤0.01%	1241
2024 Q1	$771	Hold	5	–	–	﹤0.01%	1202
2023 Q4	$731	Sell	5 -109	-96%	-$14.5K	﹤0.01%	1208
2023 Q3	$16.5K	Hold	114	–	–	0.01%	609
2023 Q2	$22.4K	Hold	114	–	–	0.01%	552
2023 Q1	$28.1K	Hold	114	–	–	0.01%	472
2022 Q4	$24.6K	Hold	114	–	–	0.01%	458
2022 Q3	$25K	Hold	114	–	–	0.01%	459
2022 Q2	$29K	Hold	114	–	–	0.02%	441
2022 Q1	$31K	Buy	114 +109	+2,180%	+$32.8K	0.02%	425
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	817
2021 Q3	$2K	Buy	+5	New	+$1.63K	﹤0.01%	797

Other funds holding EL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Key Financial Inc's EL Position: Q3 2026 in Review

Key Financial Inc held its Estee Lauder (EL) position steady in Q3 2026 at 5 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Key Financial Inc first reported a position in EL in Q3 2021 and has held it in 21 quarters since. The position peaked at $31K in Q1 2022. 523 funds tracked by Wall St. Rank hold EL as of Q3 2026.

Key Financial Inc held 5 shares of Estee Lauder worth $464 as of Q3 2026.
Key Financial Inc left its Estee Lauder share count unchanged in Q3 2026.
Estee Lauder made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1234 holding.
Key Financial Inc first reported a position in Estee Lauder in Q3 2021 and has held it in 21 quarters since.
Key Financial Inc's Estee Lauder position peaked at $31K in Q1 2022.
523 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.