Principia Wealth Advisory’s Estee Lauder EL Stock Holding History

Principia Wealth Advisory’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	$1.9K	Buy	24 +1	+4%	+$81	﹤0.01%	608
2026 Q1	$1.65K	Hold	23	–	–	﹤0.01%	568
2025 Q4	$2.41K	Buy	23 +2	+10%	+$194	﹤0.01%	414
2025 Q3	$1.85K	Buy	21 +2	+11%	+$178	﹤0.01%	453
2025 Q2	$1.53K	Buy	19 +5	+36%	+$322	﹤0.01%	449
2025 Q1	$786	Buy	14 +5	+56%	+$362	﹤0.01%	453
2024 Q4	$675	Buy	+9	New	+$711	﹤0.01%	459

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

Principia Wealth Advisory's EL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Estee Lauder (EL) stake by 4.3% in Q2 2026, buying an estimated $81 and bringing the position to 24 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Principia Wealth Advisory first reported a position in EL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41K in Q4 2025. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Principia Wealth Advisory held 24 shares of Estee Lauder worth $1.9K as of Q2 2026.
Principia Wealth Advisory bought 1 Estee Lauder share in Q2 2026, an estimated $81.
Estee Lauder made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #608 holding.
Principia Wealth Advisory first reported a position in Estee Lauder in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Estee Lauder position peaked at $2.41K in Q4 2025.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.