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Plante Moran Financial Advisors’s Estee Lauder EL Stock Holding History

Plante Moran Financial 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 		$43.2K Buy
547
+1
+0.2% +$81 ﹤0.01% 373
2026
Q1 		$39.2K Hold
546
– – ﹤0.01% 347
2025
Q4 		$57.2K Hold
546
– – ﹤0.01% 308
2025
Q3 		$48.1K Hold
546
– – ﹤0.01% 344
2025
Q2 		$44.1K Hold
546
– – ﹤0.01% 357
2025
Q1 		$36K Sell
546
-66
-11% -$4.77K ﹤0.01% 390
2024
Q4 		$45.9K Hold
612
– – ﹤0.01% 358
2024
Q3 		$61K Hold
612
– – 0.01% 356
2024
Q2 		$65.1K Hold
612
– – 0.01% 299
2024
Q1 		$94.3K Sell
612
-6
-1% -$851 0.01% 256
2023
Q4 		$90.4K Buy
618
+6
+1% +$796 0.01% 258
2023
Q3 		$88.5K Sell
612
-42
-6% -$7K 0.01% 241
2023
Q2 		$128K Buy
654
+42
+7% +$8.91K 0.02% 204
2023
Q1 		$151K Hold
612
– – 0.02% 176
2022
Q4 		$152K Sell
612
-107
-15% -$23.9K 0.02% 181
2022
Q3 		$155K Sell
719
-8
-1% -$2.04K 0.03% 165
2022
Q2 		$185K Buy
727
+8
+1% +$2.03K 0.03% 155
2022
Q1 		$196K Sell
719
-54
-7% -$16.2K 0.04% 162
2021
Q4 		$286K Buy
773
+54
+8% +$18.3K 0.05% 144
2021
Q3 		$216K Buy
719
+107
+17% +$35K 0.05% 178
2021
Q2 		$195K Sell
612
-41
-6% -$12.4K 0.05% 176
2021
Q1 		$190K Buy
653
+134
+26% +$36.7K 0.05% 180
2020
Q4 		$138K Sell
519
-219
-30% -$52.7K 0.04% 210
2020
Q3 		$161K Sell
738
-33
-4% -$6.79K 0.06% 180
2020
Q2 		$145K Sell
771
-6
-0.8% -$1.07K 0.06% 161
2020
Q1 		$124K Sell
777
-125
-14% -$24.1K 0.06% 167
2019
Q4 		$186K Buy
902
+23
+3% +$4.47K 0.06% 161
2019
Q3 		$175K Buy
879
+1
+0.1% +$191 0.05% 173
2019
Q2 		$161K Buy
878
+16
+2% +$2.73K 0.05% 178
2019
Q1 		$143K Sell
862
-136
-14% -$20K 0.04% 190
2018
Q4 		$130K Buy
998
+15
+2% +$2.04K 0.05% 175
2018
Q3 		$143K Sell
983
-10
-1% -$1.39K 0.05% 177
2018
Q2 		$142K Sell
993
-47
-5% -$6.96K 0.07% 193
2018
Q1 		$156K Buy
1,040
+30
+3% +$4.15K 0.08% 176
2017
Q4 		$129K Buy
1,010
+469
+87% +$56.3K 0.07% 188
2017
Q3 		$58K Hold
541
– – 0.03% 274
2017
Q2 		$52K Sell
541
-61
-10% -$5.6K 0.03% 302
2017
Q1 		$51K Buy
602
+8
+1% +$661 0.03% 311
2016
Q4 		$45K Buy
594
+391
+193% +$31.8K 0.03% 348
2016
Q3 		$18K Hold
203
– – 0.01% 506
2016
Q2 		$18K Sell
203
-10
-5% -$933 0.01% 444
2016
Q1 		$20K Buy
213
+69
+48% +$6.15K 0.02% 382
2015
Q4 		$13K Hold
144
– – 0.01% 523
2015
Q3 		$12K Hold
144
– – 0.01% 458
2015
Q2 		$12K Hold
144
– – 0.01% 490
2015
Q1 		$12K Hold
144
– – 0.01% 486
2014
Q4 		$11K Sell
144
-120
-45% -$8.86K 0.01% 517
2014
Q3 		$20K Hold
264
– – 0.02% 404
2014
Q2 		$20K Buy
264
+172
+187% +$12.6K 0.02% 381
2014
Q1 		$6K Sell
92
-26
-22% -$1.81K 0.01% 440
2013
Q4 		$9K Hold
118
– – 0.01% 467
2013
Q3 		$8K Buy
118
+26
+28% +$1.76K ﹤0.01% 418
2013
Q2 		$6K Buy
+92
New +$6.28K ﹤0.01% 424

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

Plante Moran Financial Advisors's EL Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Estee Lauder (EL) stake by 0.18% in Q2 2026, buying an estimated $81 and bringing the position to 547 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Plante Moran Financial Advisors first reported a position in EL in Q2 2013 and has held it in 53 quarters since. The position peaked at $286K in Q4 2021. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Plante Moran Financial Advisors held 547 shares of Estee Lauder worth $43.2K as of Q2 2026.
  • Plante Moran Financial Advisors bought 1 Estee Lauder share in Q2 2026, an estimated $81.
  • Estee Lauder made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #373 holding.
  • Plante Moran Financial Advisors first reported a position in Estee Lauder in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Estee Lauder position peaked at $286K in Q4 2021.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.