LRI Investments’s Estee Lauder EL Stock Holding History

LRI Investments’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	$90.7K	Buy	5,967 +149	+3%	+$12K	0.01%	457
2026 Q1	$72.1K	Sell	5,818 -212	-4%	-$21.7K	0.01%	461
2025 Q4	$125K	Buy	6,030 +386	+7%	+$37.5K	0.01%	374
2025 Q3	$72.2K	Buy	5,644 +637	+13%	+$56.7K	0.01%	482
2025 Q2	$15K	Buy	5,007 +126	+3%	+$8.11K	﹤0.01%	760
2025 Q1	$4.88K	Hold	4,881	–	–	﹤0.01%	956
2024 Q4	$4.88K	Sell	4,881 -1,500	-24%	-$118K	﹤0.01%	940
2024 Q3	$102K	Buy	6,381 +4,881	+325%	+$463K	0.01%	402
2024 Q2	$160K	Buy	+1,500	New	+$197K	0.02%	291

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

LRI Investments's EL Position: Q2 2026 in Review

LRI Investments increased its Estee Lauder (EL) stake by 2.6% in Q2 2026, buying an estimated $12K and bringing the position to 5,967 shares worth $90.7K. The position accounts for 0.01% of the portfolio, ranked #457.

LRI Investments first reported a position in EL in Q2 2024 and has held it in 9 quarters since. The position peaked at $160K in Q2 2024. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

LRI Investments held 5,967 shares of Estee Lauder worth $90.7K as of Q2 2026.
LRI Investments bought 149 Estee Lauder shares in Q2 2026, an estimated $12K.
Estee Lauder made up 0.01% of LRI Investments's portfolio in Q2 2026, its #457 holding.
LRI Investments first reported a position in Estee Lauder in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Estee Lauder position peaked at $160K in Q2 2024.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.