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Medallion Wealth Advisors’s Estee Lauder EL Stock Holding History

Medallion Wealth 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
Q1 		– Sell
-50
Closed -$5.24K – 1131
2025
Q4 		$5.24K Hold
50
– – ﹤0.01% 849
2025
Q3 		$4.41K Sell
50
-1
-2% -$89 ﹤0.01% 878
2025
Q2 		$4.13K Buy
51
+1
+2% +$64 ﹤0.01% 866
2025
Q1 		$3.3K Hold
50
– – ﹤0.01% 850
2024
Q4 		$3.3K Buy
+50
New +$3.95K ﹤0.01% 796

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Medallion Wealth Advisors's EL Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 50 shares — an estimated $5.24K sold.

Medallion Wealth Advisors first reported a position in EL in Q4 2024 and held it in 5 quarters. The position peaked at $5.24K in Q4 2025. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 50 Estee Lauder shares in Q1 2026, an estimated $5.24K.
  • Medallion Wealth Advisors first reported a position in Estee Lauder in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's Estee Lauder position peaked at $5.24K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.