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Sequoia Financial Advisors’s Estee Lauder EL Stock Holding History

Sequoia Financial Advisors’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 		$608K Sell
7,705
-258
-3% -$20.8K ﹤0.01% 1218
2026
Q1 		$572K Buy
7,963
+1,570
+25% +$160K ﹤0.01% 1193
2025
Q4 		$669K Buy
6,393
+572
+10% +$55.5K ﹤0.01% 1107
2025
Q3 		$513K Buy
5,821
+2,389
+70% +$213K ﹤0.01% 1121
2025
Q2 		$277K Buy
+3,432
New +$221K ﹤0.01% 1305
2025
Q1 		– Sell
-4,780
Closed -$358K – 1397
2024
Q4 		$358K Buy
+4,780
New +$377K ﹤0.01% 943
2024
Q3 		– Sell
-2,030
Closed -$216K – 1312
2024
Q2 		$216K Sell
2,030
-38
-2% -$4.99K ﹤0.01% 1065
2024
Q1 		$319K Sell
2,068
-434
-17% -$61.6K ﹤0.01% 832
2023
Q4 		$366K Buy
2,502
+1,030
+70% +$137K ﹤0.01% 851
2023
Q3 		$213K Buy
1,472
+278
+23% +$46.4K ﹤0.01% 839
2023
Q2 		$234K Sell
1,194
-563
-32% -$119K ﹤0.01% 798
2023
Q1 		$433K Buy
1,757
+16
+0.9% +$4.07K 0.01% 508
2022
Q4 		$432K Buy
1,741
+538
+45% +$120K 0.01% 478
2022
Q3 		$260K Buy
1,203
+128
+12% +$32.7K 0.01% 431
2022
Q2 		$274K Buy
1,075
+97
+10% +$24.6K 0.01% 468
2022
Q1 		$267K Buy
978
+210
+27% +$63.2K 0.01% 535
2021
Q4 		$284K Buy
+768
New +$261K 0.01% 455

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

Sequoia Financial Advisors's EL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Estee Lauder (EL) stake by 3.2% in Q2 2026, selling an estimated $20.8K and leaving 7,705 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Sequoia Financial Advisors first reported a position in EL in Q4 2021 and has held it in 17 quarters since. The position peaked at $669K in Q4 2025. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Sequoia Financial Advisors held 7,705 shares of Estee Lauder worth $608K as of Q2 2026.
  • Sequoia Financial Advisors sold 258 Estee Lauder shares in Q2 2026, an estimated $20.8K.
  • Estee Lauder made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1218 holding.
  • Sequoia Financial Advisors first reported a position in Estee Lauder in Q4 2021 and has held it in 17 quarters since.
  • Sequoia Financial Advisors's Estee Lauder position peaked at $669K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.