KWM
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Kingsview Wealth Management’s Estee Lauder EL Stock Holding History

Kingsview Wealth Management’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 		$259K Sell
3,286
-650
-17% -$52.5K ﹤0.01% 1250
2026
Q1 		$282K Buy
3,936
+963
+32% +$98.4K ﹤0.01% 1110
2025
Q4 		$311K Sell
2,973
-846
-22% -$82.1K ﹤0.01% 1010
2025
Q3 		$337K Buy
+3,819
New +$340K 0.01% 923
2024
Q4 		– Sell
-2,070
Closed -$206K – 1132
2024
Q3 		$206K Buy
+2,070
New +$196K ﹤0.01% 1031
2023
Q4 		– Sell
-1,674
Closed -$242K – 962
2023
Q3 		$242K Buy
+1,674
New +$279K 0.01% 827
2023
Q2 		– Sell
-907
Closed -$223K – 922
2023
Q1 		$223K Sell
907
-2
-0.2% -$508 0.01% 804
2022
Q4 		$225K Sell
909
-23
-2% -$5.14K 0.01% 757
2022
Q3 		$201K Buy
+932
New +$238K 0.01% 762
2022
Q2 		– Sell
-747
Closed -$203K – 838
2022
Q1 		$203K Sell
747
-334
-31% -$101K 0.01% 815
2021
Q4 		$400K Hold
1,081
– – 0.02% 639
2021
Q3 		$324K Sell
1,081
-118
-10% -$38.5K 0.02% 663
2021
Q2 		$380K Buy
1,199
+78
+7% +$23.6K 0.02% 635
2021
Q1 		$328K Sell
1,121
-166
-13% -$45.5K 0.02% 612
2020
Q4 		$343K Buy
+1,287
New +$310K 0.02% 524
2019
Q2 		– Sell
-2,115
Closed -$350K – 466
2019
Q1 		$350K Sell
2,115
-96
-4% -$14.1K 0.05% 323
2018
Q4 		$288K Buy
2,211
+154
+7% +$20.9K 0.06% 293
2018
Q3 		$299K Buy
2,057
+90
+5% +$12.5K 0.06% 288
2018
Q2 		$281K Buy
1,967
+5
+0.3% +$740 0.07% 270
2018
Q1 		$294K Buy
+1,962
New +$272K 0.07% 259

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

Kingsview Wealth Management's EL Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Estee Lauder (EL) stake by 17% in Q2 2026, selling an estimated $52.5K and leaving 3,286 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Kingsview Wealth Management first reported a position in EL in Q1 2018 and has held it in 20 quarters since. The position peaked at $400K in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Kingsview Wealth Management held 3,286 shares of Estee Lauder worth $259K as of Q2 2026.
  • Kingsview Wealth Management sold 650 Estee Lauder shares in Q2 2026, an estimated $52.5K.
  • Estee Lauder made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1250 holding.
  • Kingsview Wealth Management first reported a position in Estee Lauder in Q1 2018 and has held it in 20 quarters since.
  • Kingsview Wealth Management's Estee Lauder position peaked at $400K in Q4 2021.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.