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Strategic Global Advisors’s Estee Lauder EL Stock Holding History

Strategic Global 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 		$4.83M Buy
+61,147
New +$4.94M 0.69% 45
2022
Q4 		– Sell
-10,019
Closed -$2.16M – 141
2022
Q3 		$2.16M Buy
10,019
+2,883
+40% +$736K 0.36% 88
2022
Q2 		$1.82M Buy
+7,136
New +$1.81M 0.28% 100

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Global Advisors's EL Position: Q2 2026 in Review

Strategic Global Advisors opened a new position in Estee Lauder (EL) in Q2 2026: 61,147 shares worth $4.83M. The stake represents 0.69% of the portfolio and ranks #45 among its holdings. This is a return to the name: Strategic Global Advisors previously reported a position in EL as recently as Q3 2022.

Strategic Global Advisors first reported a position in EL in Q2 2022 and has held it in 3 quarters since. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Strategic Global Advisors held 61,147 shares of Estee Lauder worth $4.83M as of Q2 2026.
  • Estee Lauder was a new Strategic Global Advisors position in Q2 2026.
  • Estee Lauder made up 0.69% of Strategic Global Advisors's portfolio in Q2 2026, its #45 holding.
  • Strategic Global Advisors first reported a position in Estee Lauder in Q2 2022 and has held it in 3 quarters since.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.