TAGStone Capital’s Estee Lauder EL Stock Holding History

TAGStone Capital’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	$565K	Buy	7,159 +27	+0.4%	+$2.18K	0.18%	85
2026 Q1	$512K	Buy	7,132 +28	+0.4%	+$2.86K	0.18%	87
2025 Q4	$744K	Buy	7,104 +24	+0.3%	+$2.33K	0.28%	65
2025 Q3	$624K	Buy	7,080 +28	+0.4%	+$2.49K	0.25%	69
2025 Q2	$640K	Buy	7,052 +563	+9%	+$36.2K	0.26%	65
2025 Q1	$428K	Buy	6,489 +33	+0.5%	+$2.39K	0.21%	70
2024 Q4	$484K	Buy	6,456 +29	+0.5%	+$2.29K	0.24%	64
2024 Q3	$641K	Buy	6,427 +48	+0.8%	+$4.55K	0.33%	51
2024 Q2	$679K	Buy	6,379 +37	+0.6%	+$4.85K	0.39%	42
2024 Q1	$978K	Buy	6,342 +28	+0.4%	+$3.97K	0.57%	37
2023 Q4	$923K	Buy	6,314 +688	+12%	+$91.3K	0.6%	36
2023 Q3	$813K	Buy	5,626 +24	+0.4%	+$4K	0.6%	36
2023 Q2	$1.1M	Buy	5,602 +18	+0.3%	+$3.82K	0.79%	31
2023 Q1	$1.38M	Buy	5,584 +16	+0.3%	+$4.07K	1.03%	26
2022 Q4	$1.38M	Buy	5,568 +15	+0.3%	+$3.35K	1.14%	25
2022 Q3	$1.2M	Buy	5,553 +14	+0.3%	+$3.57K	1.11%	27
2022 Q2	$1.41M	Buy	5,539 +14	+0.3%	+$3.55K	1.35%	21
2022 Q1	$1.5M	Buy	5,525 +12	+0.2%	+$3.61K	1.27%	22
2021 Q4	$2.04M	Buy	+5,513	New	+$1.87M	1.7%	20

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

TAGStone Capital's EL Position: Q2 2026 in Review

TAGStone Capital increased its Estee Lauder (EL) stake by 0.38% in Q2 2026, buying an estimated $2.18K and bringing the position to 7,159 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #85.

TAGStone Capital first reported a position in EL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q4 2021. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

TAGStone Capital held 7,159 shares of Estee Lauder worth $565K as of Q2 2026.
TAGStone Capital bought 27 Estee Lauder shares in Q2 2026, an estimated $2.18K.
Estee Lauder made up 0.18% of TAGStone Capital's portfolio in Q2 2026, its #85 holding.
TAGStone Capital first reported a position in Estee Lauder in Q4 2021 and has held it in 19 quarters since.
TAGStone Capital's Estee Lauder position peaked at $2.04M in Q4 2021.
825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.