Mount Yale Investment Advisors’s Estee Lauder EL Stock Holding History

Mount Yale Investment 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	$209K	Sell	2,644 -11,591	-81%	-$936K	﹤0.01%	1133
2026 Q1	$1.02M	Buy	+14,235	New	+$1.45M	0.02%	515
2025 Q3	–	Sell	-521	Closed	-$42.1K	–	929
2025 Q2	$42.1K	Buy	+521	New	+$33.5K	﹤0.01%	863
2023 Q3	–	Sell	-2,573	Closed	-$505K	–	502
2023 Q2	$505K	Buy	2,573 +1,160	+82%	+$246K	0.05%	303
2023 Q1	$348K	Buy	+1,413	New	+$359K	0.04%	350
2018 Q4	–	Sell	-289	Closed	-$41K	–	448
2018 Q3	$41K	Hold	289	–	–	0.01%	641
2018 Q2	$41K	Sell	289 -45	-13%	-$6.66K	0.01%	669
2018 Q1	$50K	Buy	+334	New	+$46.3K	0.01%	615

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's EL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Estee Lauder (EL) stake by 81% in Q2 2026, selling an estimated $936K and leaving 2,644 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Mount Yale Investment Advisors first reported a position in EL in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2026. 832 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Mount Yale Investment Advisors held 2,644 shares of Estee Lauder worth $209K as of Q2 2026.
Mount Yale Investment Advisors sold 11,591 Estee Lauder shares in Q2 2026, an estimated $936K.
Estee Lauder made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1133 holding.
Mount Yale Investment Advisors first reported a position in Estee Lauder in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Estee Lauder position peaked at $1.02M in Q1 2026.
832 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.