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Sendero Wealth Management’s Estee Lauder EL Stock Holding History

Sendero Wealth Management’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 		$803K Buy
10,172
+1,364
+15% +$110K 0.08% 143
2026
Q1 		$632K Sell
8,808
-948
-10% -$96.9K 0.07% 142
2025
Q4 		$1.02M Sell
9,756
-105
-1% -$10.2K 0.11% 103
2025
Q3 		$869K Sell
9,861
-1,143
-10% -$102K 0.1% 113
2025
Q2 		$889K Buy
11,004
+11
+0.1% +$708 0.11% 106
2025
Q1 		$726K Buy
+10,993
New +$795K 0.1% 117

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

Sendero Wealth Management's EL Position: Q2 2026 in Review

Sendero Wealth Management increased its Estee Lauder (EL) stake by 15% in Q2 2026, buying an estimated $110K and bringing the position to 10,172 shares worth $803K. The position accounts for 0.08% of the portfolio, ranked #143.

Sendero Wealth Management first reported a position in EL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Sendero Wealth Management held 10,172 shares of Estee Lauder worth $803K as of Q2 2026.
  • Sendero Wealth Management bought 1,364 Estee Lauder shares in Q2 2026, an estimated $110K.
  • Estee Lauder made up 0.08% of Sendero Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Sendero Wealth Management first reported a position in Estee Lauder in Q1 2025 and has held it in 6 quarters since.
  • Sendero Wealth Management's Estee Lauder position peaked at $1.02M in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.