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Perigon Wealth Management’s Estee Lauder EL Stock Holding History

Perigon Wealth Management’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 		$217K Buy
+2,746
New +$222K ﹤0.01% 1322
2026
Q1 		– Sell
-2,027
Closed -$212K – 1327
2025
Q4 		$212K Buy
+2,027
New +$197K ﹤0.01% 1218
2024
Q2 		– Sell
-2,133
Closed -$329K – 880
2024
Q1 		$329K Buy
2,133
+751
+54% +$107K 0.01% 660
2023
Q4 		$202K Buy
+1,382
New +$183K 0.01% 787
2023
Q3 		– Sell
-1,584
Closed -$311K – 793
2023
Q2 		$311K Buy
1,584
+13
+0.8% +$2.76K 0.01% 595
2023
Q1 		$387K Buy
1,571
+294
+23% +$74.7K 0.02% 457
2022
Q4 		$317K Buy
+1,277
New +$285K 0.02% 511
2022
Q3 		– Sell
-990
Closed -$252K – 582
2022
Q2 		$252K Buy
990
+35
+4% +$8.88K 0.02% 476
2022
Q1 		$260K Buy
955
+82
+9% +$24.7K 0.02% 514
2021
Q4 		$323K Buy
873
+50
+6% +$17K 0.02% 434
2021
Q3 		$247K Sell
823
-306
-27% -$100K 0.02% 460
2021
Q2 		$359K Buy
1,129
+142
+14% +$43.1K 0.03% 359
2021
Q1 		$287K Buy
987
+256
+35% +$70.1K 0.03% 402
2020
Q4 		$195K Buy
+731
New +$176K 0.02% 403
2018
Q3 		– Sell
-3,140
Closed -$448K – 250
2018
Q2 		$448K Buy
3,140
+3,044
+3,171% +$451K 0.13% 135
2018
Q1 		$14K Buy
96
+23
+32% +$3.19K 0.01% 478
2017
Q4 		$9K Sell
73
-3,544
-98% -$426K ﹤0.01% 495
2017
Q3 		$390K Sell
3,617
-16,633
-82% -$1.71M 0.13% 134
2017
Q2 		$1.94M Sell
20,250
-580
-3% -$53.2K 0.42% 67
2017
Q1 		$1.77M Buy
20,830
+631
+3% +$52.1K 0.37% 79
2016
Q4 		$1.68M Buy
20,199
+4,023
+25% +$327K 0.37% 84
2016
Q3 		$1.43M Buy
16,176
+919
+6% +$83.8K 0.37% 81
2016
Q2 		$1.39M Buy
15,257
+1,382
+10% +$129K 0.37% 81
2016
Q1 		$1.43M Hold
13,875
– – 0.45% 63
2015
Q4 		$1.22M Buy
+13,875
New +$1.18M 0.34% 85

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

Perigon Wealth Management's EL Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Estee Lauder (EL) in Q2 2026: 2,746 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in EL as recently as Q4 2025.

Perigon Wealth Management first reported a position in EL in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.94M in Q2 2017. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Perigon Wealth Management held 2,746 shares of Estee Lauder worth $217K as of Q2 2026.
  • Estee Lauder was a new Perigon Wealth Management position in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1322 holding.
  • Perigon Wealth Management first reported a position in Estee Lauder in Q4 2015 and has held it in 25 quarters since.
  • Perigon Wealth Management's Estee Lauder position peaked at $1.94M in Q2 2017.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.