Nvest Wealth Strategies’s Estee Lauder EL Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-6	Closed	-$431	–	379
2026 Q1	$431	Buy	+6	New	+$613	﹤0.01%	308

Other funds holding EL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LFG

Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nvest Wealth Strategies's EL Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 6 shares — an estimated $431 sold.

Nvest Wealth Strategies first reported a position in EL in Q1 2026 and held it in 1 quarter. The position peaked at $431 in Q1 2026. 408 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Nvest Wealth Strategies reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 6 Estee Lauder shares in Q2 2026, an estimated $431.
Nvest Wealth Strategies first reported a position in Estee Lauder in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Estee Lauder position peaked at $431 in Q1 2026.
408 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.