Phoenix Financial
EL icon

Phoenix Financial’s Estee Lauder EL Stock Holding History

Phoenix Financial’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 		$1.53M Sell
16,545
-3,450
-17% -$314K 0.01% 213
2026
Q2 		$1.58M Buy
19,995
+13,143
+192% +$1.06M 0.01% 216
2026
Q1 		$492K Buy
+6,852
New +$700K ﹤0.01% 312
2023
Q4 		– Sell
-4,835
Closed -$691K – 357
2023
Q3 		$691K Sell
4,835
-3,100
-39% -$517K 0.01% 245
2023
Q2 		$1.54M Buy
+7,935
New +$1.68M 0.03% 185

Other funds holding EL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Phoenix Financial's EL Position: Q3 2026 in Review

Phoenix Financial reduced its Estee Lauder (EL) stake by 17% in Q3 2026, selling an estimated $314K and leaving 16,545 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #213.

Phoenix Financial first reported a position in EL in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.58M in Q2 2026. 694 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Phoenix Financial held 16,545 shares of Estee Lauder worth $1.53M as of Q3 2026.
  • Phoenix Financial sold 3,450 Estee Lauder shares in Q3 2026, an estimated $314K.
  • Estee Lauder made up 0.01% of Phoenix Financial's portfolio in Q3 2026, its #213 holding.
  • Phoenix Financial first reported a position in Estee Lauder in Q2 2023 and has held it in 5 quarters since.
  • Phoenix Financial's Estee Lauder position peaked at $1.58M in Q2 2026.
  • 694 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.