Peterson Wealth Services’s Estee Lauder EL Stock Holding History

Peterson Wealth Services’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 Q3	$1.21K	Hold	13	–	–	﹤0.01%	215
2026 Q2	$1.03K	Hold	13	–	–	﹤0.01%	240
2026 Q1	$930	Hold	13	–	–	﹤0.01%	211
2025 Q4	$1.35K	Sell	13 -1,217	-99%	-$118K	﹤0.01%	209
2025 Q3	$1.13K	Buy	1,230 +1,217	+9,362%	+$108K	﹤0.01%	211
2025 Q2	$1.04K	Sell	13 -1,648	-99%	-$106K	﹤0.01%	206
2025 Q1	$110K	Buy	1,661 +155	+10%	+$11.2K	0.03%	140
2024 Q4	$113K	Buy	1,506 +134	+10%	+$10.6K	0.03%	137
2024 Q3	$137K	Buy	+1,372	New	+$130K	0.04%	138
2023 Q2	–	Sell	-974	Closed	-$240K	–	90
2023 Q1	$240K	Buy	974 +164	+20%	+$41.7K	0.12%	88
2022 Q4	$201K	Sell	810 -131	-14%	-$29.3K	0.12%	89
2022 Q3	$203K	Buy	941 +94	+11%	+$24K	0.14%	83
2022 Q2	$216K	Buy	847 +41	+5%	+$10.4K	0.16%	83
2022 Q1	$220K	Buy	806 +123	+18%	+$37K	0.14%	85
2021 Q4	$253K	Buy	+683	New	+$232K	0.17%	77

Other funds holding EL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Peterson Wealth Services's EL Position: Q3 2026 in Review

Peterson Wealth Services held its Estee Lauder (EL) position steady in Q3 2026 at 13 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Peterson Wealth Services first reported a position in EL in Q4 2021 and has held it in 15 quarters since. The position peaked at $253K in Q4 2021. 430 funds tracked by Wall St. Rank hold EL as of Q3 2026.

Peterson Wealth Services held 13 shares of Estee Lauder worth $1.21K as of Q3 2026.
Peterson Wealth Services left its Estee Lauder share count unchanged in Q3 2026.
Estee Lauder made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #215 holding.
Peterson Wealth Services first reported a position in Estee Lauder in Q4 2021 and has held it in 15 quarters since.
Peterson Wealth Services's Estee Lauder position peaked at $253K in Q4 2021.
430 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.