N.E.W. Advisory Services’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.37K Sell
30
-81
-73% -$6.54K ﹤0.01% 829
2026
Q1
$7.94K Sell
111
-213
-66% -$21.8K ﹤0.01% 676
2025
Q4
$34K Buy
324
+91
+39% +$8.83K ﹤0.01% 414
2025
Q3
$20.5K Hold
233
﹤0.01% 464
2025
Q2
$18.8K Buy
+233
New +$15K ﹤0.01% 474

Other funds holding EL

N.E.W. Advisory Services's EL Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Estee Lauder (EL) stake by 73% in Q2 2026, selling an estimated $6.54K and leaving 30 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

N.E.W. Advisory Services first reported a position in EL in Q2 2025 and has held it in 5 quarters since. The position peaked at $34K in Q4 2025. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • N.E.W. Advisory Services held 30 shares of Estee Lauder worth $2.37K as of Q2 2026.
  • N.E.W. Advisory Services sold 81 Estee Lauder shares in Q2 2026, an estimated $6.54K.
  • Estee Lauder made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #829 holding.
  • N.E.W. Advisory Services first reported a position in Estee Lauder in Q2 2025 and has held it in 5 quarters since.
  • N.E.W. Advisory Services's Estee Lauder position peaked at $34K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.