Portus Wealth Advisors’s Estee Lauder EL Stock Holding History

Portus 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	–	Sell	-5	Closed	-$359	–	191
2026 Q1	$359	Buy	+5	New	+$511	﹤0.01%	506

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

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

Portus Wealth Advisors sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 5 shares — an estimated $359 sold.

Portus Wealth Advisors first reported a position in EL in Q1 2026 and held it in 1 quarter. The position peaked at $359 in Q1 2026. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Portus Wealth Advisors reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 5 Estee Lauder shares in Q2 2026, an estimated $359.
Portus Wealth Advisors first reported a position in Estee Lauder in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Estee Lauder position peaked at $359 in Q1 2026.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.