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Private Wealth Management Group’s Estee Lauder EL Stock Holding History

Private Wealth Management Group’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 		$7.58K Buy
96
+80
+500% +$6.46K ﹤0.01% 668
2026
Q1 		$1.15K Sell
16
-29
-64% -$2.96K ﹤0.01% 1219
2025
Q4 		$4.71K Buy
45
+18
+67% +$1.75K ﹤0.01% 798
2025
Q3 		$2.38K Buy
27
+18
+200% +$1.6K ﹤0.01% 1056
2025
Q2 		$728 Sell
9
-138
-94% -$8.88K ﹤0.01% 1344
2025
Q1 		$9.7K Buy
147
+107
+268% +$7.74K ﹤0.01% 478
2024
Q4 		$3K Buy
40
+35
+700% +$2.76K ﹤0.01% 941
2024
Q3 		$499 Sell
5
-40
-89% -$3.79K ﹤0.01% 1424
2024
Q2 		$4.79K Sell
45
-55
-55% -$7.21K ﹤0.01% 720
2024
Q1 		$15.4K Hold
100
– – 0.01% 319
2023
Q4 		$14.6K Buy
+100
New +$13.3K 0.01% 321

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

Private Wealth Management Group's EL Position: Q2 2026 in Review

Private Wealth Management Group increased its Estee Lauder (EL) stake by 500% in Q2 2026, buying an estimated $6.46K and bringing the position to 96 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Private Wealth Management Group first reported a position in EL in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4K in Q1 2024. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Private Wealth Management Group held 96 shares of Estee Lauder worth $7.58K as of Q2 2026.
  • Private Wealth Management Group bought 80 Estee Lauder shares in Q2 2026, an estimated $6.46K.
  • Estee Lauder made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #668 holding.
  • Private Wealth Management Group first reported a position in Estee Lauder in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Estee Lauder position peaked at $15.4K in Q1 2024.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.