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Summit Securities Group’s Estee Lauder EL Stock Holding History

Summit Securities Group’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
2020
Q3 		– Sell
-20
Closed -$377K – 404
2020
Q2 		$377K Buy
+20
New +$3.57K 0.05% 280

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

Summit Securities Group's EL Position: Q2 2026 in Review

Summit Securities Group increased its Estee Lauder (EL) stake by 1,893% in Q2 2026, buying an estimated $62.7K and bringing the position to 817 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #533.

Summit Securities Group first reported a position in EL in Q3 2014 and has held it in 20 quarters since. The position peaked at $1.11M in Q4 2017. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Summit Securities Group held 817 shares of Estee Lauder worth $64.5K as of Q2 2026.
  • Summit Securities Group bought 776 Estee Lauder shares in Q2 2026, an estimated $62.7K.
  • Estee Lauder made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #533 holding.
  • Summit Securities Group first reported a position in Estee Lauder in Q3 2014 and has held it in 20 quarters since.
  • Summit Securities Group's Estee Lauder position peaked at $1.11M in Q4 2017.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.