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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Premier Path Wealth Partners's EL Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Estee Lauder (EL) stake by 19% in Q1 2026, selling an estimated $205K and leaving 8,581 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #226.

Premier Path Wealth Partners first reported a position in EL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q2 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Premier Path Wealth Partners held 8,581 shares of Estee Lauder worth $616K as of Q1 2026.
Premier Path Wealth Partners sold 2,004 Estee Lauder shares in Q1 2026, an estimated $205K.
Estee Lauder made up 0.08% of Premier Path Wealth Partners's portfolio in Q1 2026, its #226 holding.
Premier Path Wealth Partners first reported a position in Estee Lauder in Q1 2024 and has held it in 9 quarters since.
Premier Path Wealth Partners's Estee Lauder position peaked at $1.45M in Q2 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.