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S.E.E.D. Planning Group’s Estee Lauder EL Stock Holding History

S.E.E.D. Planning 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 		$5.06M Sell
64,095
-8,119
-11% -$656K 1.34% 24
2026
Q1 		$5.18M Sell
72,214
-14,640
-17% -$1.5M 1.51% 22
2025
Q4 		$9.1M Sell
86,854
-2,326
-3% -$226K 2.59% 18
2025
Q3 		$7.86M Sell
89,180
-21,093
-19% -$1.88M 2.29% 18
2025
Q2 		$8.91M Sell
110,273
-17,480
-14% -$1.12M 2.79% 17
2025
Q1 		$8.43M Sell
127,753
-8,813
-6% -$637K 2.84% 14
2024
Q4 		$10.2M Buy
136,566
+19,017
+16% +$1.5M 3.42% 10
2024
Q3 		$11.7M Buy
117,549
+44,309
+60% +$4.2M 3.89% 5
2024
Q2 		$7.79M Buy
73,240
+8,247
+13% +$1.08M 2.83% 15
2024
Q1 		$10M Buy
64,993
+8,028
+14% +$1.14M 3.66% 6
2023
Q4 		$8.33M Buy
56,965
+6,843
+14% +$908K 3.36% 9
2023
Q3 		$7.25M Buy
50,122
+17,319
+53% +$2.89M 2.79% 14
2023
Q2 		$6.44M Buy
32,803
+3,941
+14% +$836K 2.26% 18
2023
Q1 		$7.11M Sell
28,862
-488
-2% -$124K 2.75% 14
2022
Q4 		$7.28M Buy
29,350
+2,894
+11% +$646K 3.16% 9
2022
Q3 		$5.71M Buy
26,456
+193
+0.7% +$49.3K 2.67% 15
2022
Q2 		$6.69M Buy
26,263
+18,116
+222% +$4.6M 3.03% 9
2022
Q1 		$2.22M Buy
+8,147
New +$2.45M 0.95% 35
2020
Q1 		– Sell
-9,806
Closed -$2.02M – 53
2019
Q4 		$2.02M Buy
+9,806
New +$1.9M 1.76% 21

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

S.E.E.D. Planning Group's EL Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Estee Lauder (EL) stake by 11% in Q2 2026, selling an estimated $656K and leaving 64,095 shares worth $5.06M. The position accounts for 1.34% of the portfolio, ranked #24.

S.E.E.D. Planning Group first reported a position in EL in Q4 2019 and has held it in 19 quarters since. The position peaked at $11.7M in Q3 2024. 829 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • S.E.E.D. Planning Group held 64,095 shares of Estee Lauder worth $5.06M as of Q2 2026.
  • S.E.E.D. Planning Group sold 8,119 Estee Lauder shares in Q2 2026, an estimated $656K.
  • Estee Lauder made up 1.34% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #24 holding.
  • S.E.E.D. Planning Group first reported a position in Estee Lauder in Q4 2019 and has held it in 19 quarters since.
  • S.E.E.D. Planning Group's Estee Lauder position peaked at $11.7M in Q3 2024.
  • 829 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.