Physician Wealth Advisors’s Estee Lauder EL Stock Holding History

Physician Wealth Advisors’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	$5.84K	Buy	74 +1	+1%	+$81	﹤0.01%	1029
2026 Q1	$5.24K	Buy	73 +3	+4%	+$307	﹤0.01%	992
2025 Q4	$7.33K	Buy	70 +54	+338%	+$5.24K	﹤0.01%	867
2025 Q3	$1.41K	Buy	16 +6	+60%	+$534	﹤0.01%	1382
2025 Q2	$808	Buy	+10	New	+$643	﹤0.01%	1552
2025 Q1	–	Sell	-9	Closed	-$675	–	1463
2024 Q4	$675	Buy	+9	New	+$711	﹤0.01%	1053

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Physician Wealth Advisors's EL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Estee Lauder (EL) stake by 1.4% in Q2 2026, buying an estimated $81 and bringing the position to 74 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Physician Wealth Advisors first reported a position in EL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.33K in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Physician Wealth Advisors held 74 shares of Estee Lauder worth $5.84K as of Q2 2026.
Physician Wealth Advisors bought 1 Estee Lauder share in Q2 2026, an estimated $81.
Estee Lauder made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1029 holding.
Physician Wealth Advisors first reported a position in Estee Lauder in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Estee Lauder position peaked at $7.33K in Q4 2025.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.