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Root Financial Partners’s Estee Lauder EL Stock Holding History

Root Financial 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 		– Sell
-2,015
Closed -$145K – 1222
2026
Q1 		$145K Sell
2,015
-636
-24% -$65K 0.01% 427
2025
Q4 		$278K Buy
2,651
+2,518
+1,893% +$244K 0.01% 240
2025
Q3 		$11.7K Buy
+133
New +$11.8K ﹤0.01% 1387

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

Root Financial Partners's EL Position: Q2 2026 in Review

Root Financial Partners sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 2,015 shares — an estimated $145K sold.

Root Financial Partners first reported a position in EL in Q3 2025 and held it in 3 quarters. The position peaked at $278K in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Root Financial Partners reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,015 Estee Lauder shares in Q2 2026, an estimated $145K.
  • Root Financial Partners first reported a position in Estee Lauder in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Estee Lauder position peaked at $278K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.