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SHP Wealth Management’s Estee Lauder EL Stock Holding History

SHP 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
Q1 		$5.23K Buy
73
+60
+462% +$6.13K ﹤0.01% 1058
2025
Q4 		$1.35K Buy
+13
New +$1.26K ﹤0.01% 1199

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

SHP Wealth Management's EL Position: Q1 2026 in Review

SHP Wealth Management increased its Estee Lauder (EL) stake by 462% in Q1 2026, buying an estimated $6.13K and bringing the position to 73 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

SHP Wealth Management first reported a position in EL in Q4 2025 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • SHP Wealth Management held 73 shares of Estee Lauder worth $5.23K as of Q1 2026.
  • SHP Wealth Management bought 60 Estee Lauder shares in Q1 2026, an estimated $6.13K.
  • Estee Lauder made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1058 holding.
  • SHP Wealth Management first reported a position in Estee Lauder in Q4 2025 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.