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Lifeworks Advisors’s Estee Lauder EL Stock Holding History

Lifeworks 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 		$231K Sell
2,927
-737
-20% -$59.5K 0.02% 307
2026
Q1 		$263K Buy
+3,664
New +$374K 0.03% 262

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

Lifeworks Advisors's EL Position: Q2 2026 in Review

Lifeworks Advisors reduced its Estee Lauder (EL) stake by 20% in Q2 2026, selling an estimated $59.5K and leaving 2,927 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #307.

Lifeworks Advisors first reported a position in EL in Q1 2026 and has held it in 2 quarters since. The position peaked at $263K in Q1 2026. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Lifeworks Advisors held 2,927 shares of Estee Lauder worth $231K as of Q2 2026.
  • Lifeworks Advisors sold 737 Estee Lauder shares in Q2 2026, an estimated $59.5K.
  • Estee Lauder made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #307 holding.
  • Lifeworks Advisors first reported a position in Estee Lauder in Q1 2026 and has held it in 2 quarters since.
  • Lifeworks Advisors's Estee Lauder position peaked at $263K in Q1 2026.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.