SIM
EL icon

Synergy Investment Management’s Estee Lauder EL Stock Holding History

Synergy Investment 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 		$589 Hold
7
– – ﹤0.01% 1021
2026
Q1 		$502 Buy
+7
New +$715 ﹤0.01% 837

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

Synergy Investment Management's EL Position: Q2 2026 in Review

Synergy Investment Management held its Estee Lauder (EL) position steady in Q2 2026 at 7 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Synergy Investment Management first reported a position in EL in Q1 2026 and has held it in 2 quarters since. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Synergy Investment Management held 7 shares of Estee Lauder worth $589 as of Q2 2026.
  • Synergy Investment Management left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1021 holding.
  • Synergy Investment Management first reported a position in Estee Lauder in Q1 2026 and has held it in 2 quarters since.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.