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NewEdge Wealth’s Estee Lauder EL Stock Holding History

NewEdge Wealth’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 		$1.04M Sell
13,194
-32
-0.2% -$2.58K 0.01% 650
2026
Q1 		$949K Buy
13,226
+10,302
+352% +$1.05M 0.01% 639
2025
Q4 		$306K Buy
+2,924
New +$284K ﹤0.01% 1017
2024
Q3 		– Sell
-2,129
Closed -$227K – 880
2024
Q2 		$227K Sell
2,129
-721
-25% -$94.6K ﹤0.01% 705
2024
Q1 		$385K Buy
2,850
+1,178
+70% +$167K 0.01% 615
2023
Q4 		$245K Buy
1,672
+151
+10% +$20K 0.01% 667
2023
Q3 		$220K Sell
1,521
-11,034
-88% -$1.84M 0.01% 598
2023
Q2 		$2.47M Buy
12,555
+4,530
+56% +$961K 0.08% 211
2023
Q1 		$1.98M Buy
8,025
+6,100
+317% +$1.55M 0.08% 225
2022
Q4 		$478K Buy
+1,925
New +$430K 0.02% 373
2022
Q2 		– Sell
-13,250
Closed -$3.61M – 556
2022
Q1 		$3.61M Buy
13,250
+672
+5% +$202K 0.16% 127
2021
Q4 		$4.66M Buy
12,578
+368
+3% +$125K 0.2% 114
2021
Q3 		$3.66M Buy
12,210
+620
+5% +$203K 0.22% 95
2021
Q2 		$3.69M Buy
11,590
+478
+4% +$145K 0.28% 92
2021
Q1 		$3.23M Buy
11,112
+7,939
+250% +$2.17M 0.32% 81
2020
Q4 		$845K Buy
+3,173
New +$763K 0.26% 93

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Wealth's EL Position: Q2 2026 in Review

NewEdge Wealth reduced its Estee Lauder (EL) stake by 0.24% in Q2 2026, selling an estimated $2.58K and leaving 13,194 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #650.

NewEdge Wealth first reported a position in EL in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.66M in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • NewEdge Wealth held 13,194 shares of Estee Lauder worth $1.04M as of Q2 2026.
  • NewEdge Wealth sold 32 Estee Lauder shares in Q2 2026, an estimated $2.58K.
  • Estee Lauder made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #650 holding.
  • NewEdge Wealth first reported a position in Estee Lauder in Q4 2020 and has held it in 16 quarters since.
  • NewEdge Wealth's Estee Lauder position peaked at $4.66M in Q4 2021.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.