SWM
EL icon

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
Q2 		$8.79K Sell
111
-61
-35% -$4.93K ﹤0.01% 1685
2026
Q1 		$12.3K 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 		$3.31K 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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Spire Wealth Management reduced its Estee Lauder (EL) stake by 35% in Q2 2026, selling an estimated $4.93K and leaving 111 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Spire Wealth Management first reported a position in EL in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.5M in Q4 2021. 92 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Spire Wealth Management held 111 shares of Estee Lauder worth $8.79K as of Q2 2026.
  • Spire Wealth Management sold 61 Estee Lauder shares in Q2 2026, an estimated $4.93K.
  • Estee Lauder made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1685 holding.
  • Spire Wealth Management first reported a position in Estee Lauder in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Estee Lauder position peaked at $16.5M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.