SS&H Financial Advisors’s Estee Lauder EL Stock Holding History

SS&H Financial 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	$239K	Buy	+3,030	New	+$245K	0.06%	123
2025 Q4	$317K	Hold	3,030	–	–	0.09%	110
2025 Q3	$267K	Hold	3,030	–	–	0.08%	119
2025 Q2	$245K	Sell	3,030 -1,000	-25%	-$64.3K	0.08%	114
2025 Q1	$266K	Hold	4,030	–	–	0.1%	110
2024 Q4	$303K	Hold	4,030	–	–	0.11%	108
2024 Q3	$402K	Hold	4,030	–	–	0.15%	104
2024 Q2	$428K	Hold	4,030	–	–	0.17%	98
2024 Q1	$621K	Hold	4,030	–	–	0.26%	78
2023 Q4	$589K	Sell	4,030 -500	-11%	-$66.4K	0.25%	80
2023 Q3	$655K	Buy	+4,530	New	+$755K	0.31%	72
2023 Q1	$1.13M	Hold	4,580	–	–	0.52%	51
2022 Q4	$1.14M	Hold	4,580	–	–	0.54%	55
2022 Q3	$989K	Hold	4,580	–	–	0.51%	59
2022 Q2	$1.17M	Hold	4,580	–	–	0.54%	52
2022 Q1	$1.25M	Buy	+4,580	New	+$1.38M	0.49%	57

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

SS&H Financial Advisors's EL Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Estee Lauder (EL) in Q2 2026: 3,030 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in EL as recently as Q4 2025.

SS&H Financial Advisors first reported a position in EL in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2022. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

SS&H Financial Advisors held 3,030 shares of Estee Lauder worth $239K as of Q2 2026.
Estee Lauder was a new SS&H Financial Advisors position in Q2 2026.
Estee Lauder made up 0.06% of SS&H Financial Advisors's portfolio in Q2 2026, its #123 holding.
SS&H Financial Advisors first reported a position in Estee Lauder in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Estee Lauder position peaked at $1.25M in Q1 2022.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.