SOA Wealth Advisors’s Estee Lauder EL Stock Holding History

SOA Wealth 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 Q1	$1.44K	Hold	20	–	–	﹤0.01%	724
2025 Q4	$2.09K	Sell	20 -268	-93%	-$26K	﹤0.01%	713
2025 Q3	$25.4K	Sell	288 -1,191	-81%	-$106K	﹤0.01%	479
2025 Q2	$120K	Sell	1,479 -1,220	-45%	-$78.5K	0.02%	260
2025 Q1	$178K	Buy	2,699 +100	+4%	+$7.23K	0.04%	202
2024 Q4	$195K	Hold	2,599	–	–	0.04%	185
2024 Q3	$259K	Hold	2,599	–	–	0.05%	158
2024 Q2	$277K	Sell	2,599 -146	-5%	-$19.2K	0.06%	148
2024 Q1	$423K	Hold	2,745	–	–	0.09%	118
2023 Q4	$401K	Hold	2,745	–	–	0.09%	115
2023 Q3	$397K	Hold	2,745	–	–	0.1%	108
2023 Q2	$539K	Hold	2,745	–	–	0.13%	91
2023 Q1	$677K	Hold	2,745	–	–	0.17%	69
2022 Q4	$681K	Hold	2,745	–	–	0.18%	67
2022 Q3	$592K	Hold	2,745	–	–	0.18%	71
2022 Q2	$699K	Sell	2,745 -12	-0.4%	-$3.04K	0.21%	71
2022 Q1	$750K	Hold	2,757	–	–	0.18%	80
2021 Q4	$1.01M	Hold	2,757	–	–	0.25%	67
2021 Q3	$826K	Hold	2,757	–	–	0.21%	72
2021 Q2	$876K	Sell	2,757 -10	-0.4%	-$3.03K	0.23%	72
2021 Q1	$804K	Buy	2,767 +11	+0.4%	+$3.01K	0.22%	72
2020 Q4	$783K	Buy	+2,756	New	+$663K	0.21%	69

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

SOA Wealth Advisors's EL Position: Q1 2026 in Review

SOA Wealth Advisors held its Estee Lauder (EL) position steady in Q1 2026 at 20 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

SOA Wealth Advisors first reported a position in EL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

SOA Wealth Advisors held 20 shares of Estee Lauder worth $1.44K as of Q1 2026.
SOA Wealth Advisors left its Estee Lauder share count unchanged in Q1 2026.
Estee Lauder made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #724 holding.
SOA Wealth Advisors first reported a position in Estee Lauder in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Estee Lauder position peaked at $1.01M in Q4 2021.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.