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Strategic Wealth Partners’s Estee Lauder EL Stock Holding History

Strategic Wealth Partners’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 		– Sell
-2
Closed -$171 – 1491
2026
Q1 		$171 Buy
+2
New +$204 ﹤0.01% 1383
2025
Q3 		– Sell
-14
Closed -$1.13K – 1335
2025
Q2 		$1.13K Buy
+14
New +$901 ﹤0.01% 1042
2023
Q3 		– Sell
-6,493
Closed -$1.28M – 288
2023
Q2 		$1.28M Buy
6,493
+1,341
+26% +$284K 0.16% 140
2023
Q1 		$1.27M Sell
5,152
-314
-6% -$79.8K 0.19% 119
2022
Q4 		$1.36M Buy
5,466
+3,818
+232% +$853K 0.25% 106
2022
Q3 		$356K Sell
1,648
-418
-20% -$107K 0.08% 201
2022
Q2 		$526K Sell
2,066
-128
-6% -$32.5K 0.11% 155
2022
Q1 		$597K Buy
2,194
+159
+8% +$47.8K 0.12% 169
2021
Q4 		$753K Buy
2,035
+58
+3% +$19.7K 0.14% 164
2021
Q3 		$593K Buy
1,977
+412
+26% +$135K 0.17% 157
2021
Q2 		$498K Buy
+1,565
New +$474K 0.16% 153

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 $3.37T AUM 44.26% 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 Wealth Partners's EL Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 2 shares — an estimated $171 sold.

Strategic Wealth Partners first reported a position in EL in Q2 2021 and held it in 11 quarters. The position peaked at $1.36M in Q4 2022. 823 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 2 Estee Lauder shares in Q2 2026, an estimated $171.
  • Strategic Wealth Partners first reported a position in Estee Lauder in Q2 2021 and held it in 11 quarters.
  • Strategic Wealth Partners's Estee Lauder position peaked at $1.36M in Q4 2022.
  • 823 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.