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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
Q2 		$17K Buy
216
+143
+196% +$11.6K ﹤0.01% 829
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

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Estee Lauder (EL) stake by 196% in Q2 2026, buying an estimated $11.6K and bringing the position to 216 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

SHP Wealth Management first reported a position in EL in Q4 2025 and has held it in 3 quarters since. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • SHP Wealth Management held 216 shares of Estee Lauder worth $17K as of Q2 2026.
  • SHP Wealth Management bought 143 Estee Lauder shares in Q2 2026, an estimated $11.6K.
  • Estee Lauder made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #829 holding.
  • SHP Wealth Management first reported a position in Estee Lauder in Q4 2025 and has held it in 3 quarters since.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.