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 Q2	$6.29K	Buy	4,734 +4,714	+23,570%	+$381K	﹤0.01%	676
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOA Wealth Advisors's EL Position: Q2 2026 in Review

SOA Wealth Advisors increased its Estee Lauder (EL) stake by 23,570% in Q2 2026, buying an estimated $381K and bringing the position to 4,734 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

SOA Wealth Advisors first reported a position in EL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

SOA Wealth Advisors held 4,734 shares of Estee Lauder worth $6.29K as of Q2 2026.
SOA Wealth Advisors bought 4,714 Estee Lauder shares in Q2 2026, an estimated $381K.
Estee Lauder made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #676 holding.
SOA Wealth Advisors first reported a position in Estee Lauder in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Estee Lauder position peaked at $1.01M in Q4 2021.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.