Spire Wealth Management
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Spire Wealth Management’s Estee Lauder EL Stock Holding History

Spire 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
Q3 		$11K Buy
118
+7
+6% +$637 ﹤0.01% 1572
2026
Q2 		$8.8K Sell
111
-61
-35% -$4.93K ﹤0.01% 1685
2026
Q1 		$12.4K Sell
172
-9
-5% -$920 ﹤0.01% 1562
2025
Q4 		$18.9K Buy
181
+126
+229% +$12.2K ﹤0.01% 1504
2025
Q3 		$4.87K Sell
55
-1
-2% -$89 ﹤0.01% 1964
2025
Q2 		$4.54K Sell
56
-96
-63% -$6.18K ﹤0.01% 1978
2025
Q1 		$10K Buy
152
+108
+245% +$7.81K ﹤0.01% 1833
2024
Q4 		$3.32K Sell
44
-153
-78% -$12.1K ﹤0.01% 2143
2024
Q3 		$19.7K Sell
197
-42
-18% -$3.98K ﹤0.01% 1445
2024
Q2 		$25.4K Sell
239
-311
-57% -$40.8K ﹤0.01% 1357
2024
Q1 		$84.8K Buy
550
+104
+23% +$14.8K ﹤0.01% 1043
2023
Q4 		$56.1K Sell
446
-564
-56% -$74.9K ﹤0.01% 1169
2023
Q3 		$146K Sell
1,010
-10,617
-91% -$1.77M 0.01% 813
2023
Q2 		$2.28M Buy
11,627
+150
+1% +$31.8K 0.08% 218
2023
Q1 		$2.83M Buy
11,477
+10,768
+1,519% +$2.74M 0.11% 178
2022
Q4 		$176K Buy
709
+34
+5% +$7.59K 0.01% 585
2022
Q3 		$146K Sell
675
-94
-12% -$24K 0.01% 602
2022
Q2 		$196K Sell
769
-1,570
-67% -$398K 0.01% 774
2022
Q1 		$636K Sell
2,339
-42,374
-95% -$12.8M 0.02% 502
2021
Q4 		$16.5M Buy
44,713
+138
+0.3% +$46.8K 0.37% 71
2021
Q3 		$13.4M Sell
44,575
-539
-1% -$176K 0.35% 76
2021
Q2 		$14.4M Buy
45,114
+153
+0.3% +$46.4K 0.39% 64
2021
Q1 		$13M Buy
+44,961
New +$12.3M 0.35% 77

Other funds holding EL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Spire Wealth Management's EL Position: Q3 2026 in Review

Spire Wealth Management increased its Estee Lauder (EL) stake by 6.3% in Q3 2026, buying an estimated $637 and bringing the position to 118 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Spire Wealth Management first reported a position in EL in Q1 2021 and has held it in 23 quarters since. The position peaked at $16.5M in Q4 2021. 634 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Spire Wealth Management held 118 shares of Estee Lauder worth $11K as of Q3 2026.
  • Spire Wealth Management bought 7 Estee Lauder shares in Q3 2026, an estimated $637.
  • Estee Lauder made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1572 holding.
  • Spire Wealth Management first reported a position in Estee Lauder in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Estee Lauder position peaked at $16.5M in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.