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 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	$1.03K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Peterson Wealth Services's EL Position: Q1 2026 in Review

Peterson Wealth Services held its Estee Lauder (EL) position steady in Q1 2026 at 13 shares worth $930. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Peterson Wealth Services first reported a position in EL in Q4 2021 and has held it in 13 quarters since. The position peaked at $253K in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Peterson Wealth Services held 13 shares of Estee Lauder worth $930 as of Q1 2026.
Peterson Wealth Services left its Estee Lauder share count unchanged in Q1 2026.
Estee Lauder made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #211 holding.
Peterson Wealth Services first reported a position in Estee Lauder in Q4 2021 and has held it in 13 quarters since.
Peterson Wealth Services's Estee Lauder position peaked at $253K in Q4 2021.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.