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Personal CFO Solutions’s Estee Lauder EL Stock Holding History

Personal CFO Solutions’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 		$236K Sell
2,990
-174
-5% -$14.1K 0.03% 475
2026
Q1 		$227K Sell
3,164
-381
-11% -$38.9K 0.03% 467
2025
Q4 		$371K Sell
3,545
-115
-3% -$11.2K 0.06% 298
2025
Q3 		$323K Buy
3,660
+122
+3% +$10.9K 0.06% 323
2025
Q2 		$286K Buy
3,538
+112
+3% +$7.21K 0.05% 345
2025
Q1 		$226K Buy
3,426
+498
+17% +$36K 0.05% 392
2024
Q4 		$220K Buy
2,928
+28
+1% +$2.21K 0.04% 419
2024
Q3 		$289K Buy
2,900
+227
+8% +$21.5K 0.04% 432
2024
Q2 		$284K Sell
2,673
-75
-3% -$9.84K 0.04% 407
2024
Q1 		$424K Buy
+2,748
New +$390K 0.07% 296
2019
Q4 		– Sell
-1,477
Closed -$294K – 354
2019
Q3 		$294K Buy
+1,477
New +$282K 0.12% 205

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

Personal CFO Solutions's EL Position: Q2 2026 in Review

Personal CFO Solutions reduced its Estee Lauder (EL) stake by 5.5% in Q2 2026, selling an estimated $14.1K and leaving 2,990 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #475.

Personal CFO Solutions first reported a position in EL in Q3 2019 and has held it in 11 quarters since. The position peaked at $424K in Q1 2024. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Personal CFO Solutions held 2,990 shares of Estee Lauder worth $236K as of Q2 2026.
  • Personal CFO Solutions sold 174 Estee Lauder shares in Q2 2026, an estimated $14.1K.
  • Estee Lauder made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #475 holding.
  • Personal CFO Solutions first reported a position in Estee Lauder in Q3 2019 and has held it in 11 quarters since.
  • Personal CFO Solutions's Estee Lauder position peaked at $424K in Q1 2024.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.