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SMA Capital’s Estee Lauder EL Stock Holding History

SMA Capital’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 		$2.49M Buy
+31,508
New +$2.55M 1.04% 40

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

SMA Capital's EL Position: Q2 2026 in Review

SMA Capital opened a new position in Estee Lauder (EL) in Q2 2026: 31,508 shares worth $2.49M. The stake represents 1.04% of the portfolio and ranks #40 among its holdings.

825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • SMA Capital held 31,508 shares of Estee Lauder worth $2.49M as of Q2 2026.
  • Estee Lauder was a new SMA Capital position in Q2 2026.
  • Estee Lauder made up 1.04% of SMA Capital's portfolio in Q2 2026, its #40 holding.
  • 825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.