Mutual Advisors’s Estee Lauder EL Stock Holding History

Mutual 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	$699K	Buy	+8,855	New	+$715K	0.01%	789
2024 Q3	–	Sell	-5,535	Closed	-$558K	–	1111
2024 Q2	$558K	Buy	5,535 +1,870	+51%	+$245K	0.02%	659
2024 Q1	$565K	Buy	+3,665	New	+$520K	0.02%	657
2022 Q1	–	Sell	-606	Closed	-$224K	–	884
2021 Q4	$224K	Buy	+606	New	+$206K	0.01%	814
2021 Q2	–	Sell	-773	Closed	-$225K	–	827
2021 Q1	$225K	Sell	773 -520	-40%	-$142K	0.02%	699
2020 Q4	$344K	Buy	1,293 +6	+0.5%	+$1.44K	0.03%	569
2020 Q3	$281K	Sell	1,287 -976	-43%	-$201K	0.02%	554
2020 Q2	$427K	Sell	2,263 -4	-0.2%	-$715	0.04%	423
2020 Q1	$361K	Hold	2,267	–	–	0.05%	366
2019 Q4	$468K	Sell	2,267 -16	-0.7%	-$3.11K	0.05%	355
2019 Q3	$454K	Sell	2,283 -96	-4%	-$18.4K	0.06%	321
2019 Q2	$436K	Buy	2,379 +52	+2%	+$8.88K	0.06%	349
2019 Q1	$385K	Buy	2,327 +15	+0.6%	+$2.2K	0.06%	309
2018 Q4	$301K	Sell	2,312 -15	-0.6%	-$2.04K	0.06%	327
2018 Q3	$338K	Sell	2,327 -430	-16%	-$59.7K	0.05%	338
2018 Q2	$393K	Hold	2,757	–	–	0.09%	277
2018 Q1	$413K	Buy	+2,757	New	+$382K	0.1%	263

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

Mutual Advisors's EL Position: Q2 2026 in Review

Mutual Advisors opened a new position in Estee Lauder (EL) in Q2 2026: 8,855 shares worth $699K. The stake represents 0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in EL as recently as Q2 2024.

Mutual Advisors first reported a position in EL in Q1 2018 and has held it in 17 quarters since. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Mutual Advisors held 8,855 shares of Estee Lauder worth $699K as of Q2 2026.
Estee Lauder was a new Mutual Advisors position in Q2 2026.
Estee Lauder made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #789 holding.
Mutual Advisors first reported a position in Estee Lauder in Q1 2018 and has held it in 17 quarters since.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

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