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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
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

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

Phoenix Financial's EL Position: Q2 2026 in Review

Phoenix Financial increased its Estee Lauder (EL) stake by 192% in Q2 2026, buying an estimated $1.06M and bringing the position to 19,995 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #216.

Phoenix Financial first reported a position in EL in Q2 2023 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Phoenix Financial held 19,995 shares of Estee Lauder worth $1.58M as of Q2 2026.
  • Phoenix Financial bought 13,143 Estee Lauder shares in Q2 2026, an estimated $1.06M.
  • Estee Lauder made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #216 holding.
  • Phoenix Financial first reported a position in Estee Lauder in Q2 2023 and has held it in 4 quarters since.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.