Premier Path Wealth Partners’s Estee Lauder EL Stock Holding History

Premier Path Wealth Partners’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	$441K	Sell	5,582 -2,999	-35%	-$242K	0.05%	288
2026 Q1	$616K	Sell	8,581 -2,004	-19%	-$205K	0.08%	226
2025 Q4	$1.11M	Sell	10,585 -3,360	-24%	-$326K	0.14%	142
2025 Q3	$1.23M	Sell	13,945 -4,002	-22%	-$356K	0.16%	141
2025 Q2	$1.45M	Sell	17,947 -471	-3%	-$30.3K	0.2%	118
2025 Q1	$1.22M	Buy	18,418 +2,495	+16%	+$180K	0.19%	133
2024 Q4	$1.19M	Buy	15,923 +2,607	+20%	+$206K	0.18%	132
2024 Q3	$1.33M	Buy	13,316 +3,172	+31%	+$301K	0.21%	119
2024 Q2	$1.08M	Buy	10,144 +1,482	+17%	+$194K	0.18%	136
2024 Q1	$1.33M	Buy	+8,662	New	+$1.23M	0.25%	101

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

Premier Path Wealth Partners's EL Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Estee Lauder (EL) stake by 35% in Q2 2026, selling an estimated $242K and leaving 5,582 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #288.

Premier Path Wealth Partners first reported a position in EL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.45M in Q2 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Premier Path Wealth Partners held 5,582 shares of Estee Lauder worth $441K as of Q2 2026.
Premier Path Wealth Partners sold 2,999 Estee Lauder shares in Q2 2026, an estimated $242K.
Estee Lauder made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #288 holding.
Premier Path Wealth Partners first reported a position in Estee Lauder in Q1 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's Estee Lauder position peaked at $1.45M in Q2 2025.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.