TFC Financial Management’s Estee Lauder EL Stock Holding History

TFC Financial 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	$13.2K	Buy	167 +8	+5%	+$646	﹤0.01%	408
2026 Q1	$11.4K	Sell	159 -5	-3%	-$511	﹤0.01%	397
2025 Q4	$17.2K	Hold	164	–	–	﹤0.01%	359
2025 Q3	$14.5K	Buy	164 +5	+3%	+$445	﹤0.01%	379
2025 Q2	$12.8K	Buy	159 +21	+15%	+$1.35K	﹤0.01%	362
2025 Q1	$9.11K	Sell	138 -18	-12%	-$1.3K	﹤0.01%	365
2024 Q4	$11.7K	Sell	156 -146	-48%	-$11.5K	﹤0.01%	349
2024 Q3	$30.1K	Buy	302 +8	+3%	+$758	﹤0.01%	295
2024 Q2	$31.3K	Sell	294 -80	-21%	-$10.5K	0.01%	277
2024 Q1	$57.7K	Buy	374 +12	+3%	+$1.7K	0.01%	221
2023 Q4	$52.9K	Sell	362 -10	-3%	-$1.33K	0.01%	225
2023 Q3	$53.8K	Hold	372	–	–	0.01%	211
2023 Q2	$73.1K	Sell	372 -62	-14%	-$13.2K	0.02%	192
2023 Q1	$107K	Buy	434 +35	+9%	+$8.89K	0.03%	161
2022 Q4	$99K	Hold	399	–	–	0.03%	158
2022 Q3	$86K	Hold	399	–	–	0.03%	163
2022 Q2	$102K	Hold	399	–	–	0.03%	150
2022 Q1	$109K	Hold	399	–	–	0.03%	151
2021 Q4	$148K	Hold	399	–	–	0.04%	128
2021 Q3	$120K	Hold	399	–	–	0.04%	145
2021 Q2	$127K	Sell	399 -60	-13%	-$18.2K	0.04%	131
2021 Q1	$134K	Hold	459	–	–	0.05%	119
2020 Q4	$122K	Hold	459	–	–	0.05%	123
2020 Q3	$100K	Buy	+459	New	+$94.4K	0.05%	120

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

TFC Financial Management's EL Position: Q2 2026 in Review

TFC Financial Management increased its Estee Lauder (EL) stake by 5% in Q2 2026, buying an estimated $646 and bringing the position to 167 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

TFC Financial Management first reported a position in EL in Q3 2020 and has held it in 24 quarters since. The position peaked at $148K in Q4 2021. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

TFC Financial Management held 167 shares of Estee Lauder worth $13.2K as of Q2 2026.
TFC Financial Management bought 8 Estee Lauder shares in Q2 2026, an estimated $646.
Estee Lauder made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #408 holding.
TFC Financial Management first reported a position in Estee Lauder in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Estee Lauder position peaked at $148K in Q4 2021.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.