Merit Financial Group’s Estee Lauder EL Stock Holding History

Merit Financial Group’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	$3.62M	Buy	45,906 +40,175	+701%	+$3.25M	0.02%	523
2026 Q1	$411K	Buy	5,731 +1,051	+22%	+$107K	﹤0.01%	1484
2025 Q4	$490K	Sell	4,680 -626	-12%	-$60.7K	﹤0.01%	1318
2025 Q3	$468K	Buy	5,306 +197	+4%	+$17.5K	﹤0.01%	1222
2025 Q2	$413K	Buy	5,109 +1,988	+64%	+$128K	﹤0.01%	1186
2025 Q1	$206K	Buy	+3,121	New	+$226K	﹤0.01%	1287
2022 Q1	–	Sell	-830	Closed	-$307K	–	385
2021 Q4	$307K	Buy	830 +45	+6%	+$15.3K	0.03%	224
2021 Q3	$236K	Hold	785	–	–	0.02%	238
2021 Q2	$250K	Buy	+785	New	+$238K	0.02%	229

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

Merit Financial Group's EL Position: Q2 2026 in Review

Merit Financial Group increased its Estee Lauder (EL) stake by 701% in Q2 2026, buying an estimated $3.25M and bringing the position to 45,906 shares worth $3.62M. The position accounts for 0.02% of the portfolio, ranked #523.

Merit Financial Group first reported a position in EL in Q2 2021 and has held it in 9 quarters since. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Merit Financial Group held 45,906 shares of Estee Lauder worth $3.62M as of Q2 2026.
Merit Financial Group bought 40,175 Estee Lauder shares in Q2 2026, an estimated $3.25M.
Estee Lauder made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #523 holding.
Merit Financial Group first reported a position in Estee Lauder in Q2 2021 and has held it in 9 quarters since.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.