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Pinnacle Wealth Planning Services’s Estee Lauder EL Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$114K Buy
1,440
+3
+0.2% +$242 0.01% 798
2026
Q1 		$103K Buy
1,437
+12
+0.8% +$1.23K 0.01% 782
2025
Q4 		$149K Buy
+1,425
New +$138K 0.02% 590
2024
Q2 		– Sell
-1,767
Closed -$272K – 524
2024
Q1 		$272K Buy
1,767
+168
+11% +$23.8K 0.04% 327
2023
Q4 		$234K Buy
1,599
+131
+9% +$17.4K 0.04% 347
2023
Q3 		$212K Sell
1,468
-321
-18% -$53.5K 0.04% 348
2023
Q2 		$351K Sell
1,789
-1,299
-42% -$276K 0.06% 232
2023
Q1 		$761K Buy
3,088
+42
+1% +$10.7K 0.13% 119
2022
Q4 		$756K Buy
3,046
+1,578
+107% +$352K 0.13% 107
2022
Q3 		$317K Sell
1,468
-525
-26% -$134K 0.06% 224
2022
Q2 		$507K Buy
1,993
+233
+13% +$59.1K 0.09% 150
2022
Q1 		$479K Buy
1,760
+398
+29% +$120K 0.09% 171
2021
Q4 		$504K Buy
1,362
+83
+6% +$28.2K 0.1% 151
2021
Q3 		$383K Buy
1,279
+22
+2% +$7.19K 0.08% 193
2021
Q2 		$400K Buy
1,257
+3
+0.2% +$910 0.09% 176
2021
Q1 		$365K Buy
1,254
+147
+13% +$40.2K 0.09% 181
2020
Q4 		$294K Buy
1,107
+60
+6% +$14.4K 0.07% 200
2020
Q3 		$228K Buy
+1,047
New +$215K 0.08% 207
2020
Q2 		– Sell
-1,280
Closed -$203K – 278
2020
Q1 		$203K Buy
1,280
+122
+11% +$23.5K 0.1% 194
2019
Q4 		$239K Buy
1,158
+134
+13% +$26K 0.11% 183
2019
Q3 		$203K Buy
+1,024
New +$196K 0.11% 180

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

Pinnacle Wealth Planning Services's EL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Estee Lauder (EL) stake by 0.21% in Q2 2026, buying an estimated $242 and bringing the position to 1,440 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #798.

Pinnacle Wealth Planning Services first reported a position in EL in Q3 2019 and has held it in 21 quarters since. The position peaked at $761K in Q1 2023. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,440 shares of Estee Lauder worth $114K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Estee Lauder shares in Q2 2026, an estimated $242.
  • Estee Lauder made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #798 holding.
  • Pinnacle Wealth Planning Services first reported a position in Estee Lauder in Q3 2019 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's Estee Lauder position peaked at $761K in Q1 2023.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.