Tolleson Wealth Management’s Estee Lauder EL Stock Holding History

Tolleson Wealth 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	$241K	Hold	3,047	–	–	0.03%	87
2026 Q1	$219K	Hold	3,047	–	–	0.03%	90
2025 Q4	$319K	Sell	3,047 -33	-1%	-$3.2K	0.05%	78
2025 Q3	$271K	Buy	3,080 +33	+1%	+$2.94K	0.04%	82
2025 Q2	$246K	Hold	3,047	–	–	0.04%	80
2025 Q1	$201K	Hold	3,047	–	–	0.04%	86
2024 Q4	$228K	Hold	3,047	–	–	0.05%	98
2024 Q3	$304K	Hold	3,047	–	–	0.06%	69
2024 Q2	$324K	Hold	3,047	–	–	0.06%	69
2024 Q1	$470K	Hold	3,047	–	–	0.09%	64
2023 Q4	$446K	Hold	3,047	–	–	0.09%	61
2023 Q3	$440K	Hold	3,047	–	–	0.11%	60
2023 Q2	$598K	Hold	3,047	–	–	0.14%	55
2023 Q1	$751K	Hold	3,047	–	–	0.19%	47
2022 Q4	$756K	Hold	3,047	–	–	0.2%	49
2022 Q3	$658K	Hold	3,047	–	–	0.2%	47
2022 Q2	$776K	Hold	3,047	–	–	0.22%	46
2022 Q1	$830K	Hold	3,047	–	–	0.25%	45
2021 Q4	$1.13M	Hold	3,047	–	–	0.3%	41
2021 Q3	$914K	Sell	3,047 -338	-10%	-$110K	0.26%	42
2021 Q2	$1.08M	Hold	3,385	–	–	0.29%	39
2021 Q1	$985K	Hold	3,385	–	–	0.3%	38
2020 Q4	$901K	Hold	3,385	–	–	0.3%	36
2020 Q3	$739K	Hold	3,385	–	–	0.3%	38
2020 Q2	$639K	Hold	3,385	–	–	0.28%	39
2020 Q1	$539K	Hold	3,385	–	–	0.24%	41
2019 Q4	$699K	Hold	3,385	–	–	0.34%	34
2019 Q3	$673K	Hold	3,385	–	–	0.37%	32
2019 Q2	$620K	Hold	3,385	–	–	0.43%	25
2019 Q1	$560K	Hold	3,385	–	–	0.39%	26
2018 Q4	$440K	Buy	+3,385	New	+$460K	0.26%	30

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

Tolleson Wealth Management's EL Position: Q2 2026 in Review

Tolleson Wealth Management held its Estee Lauder (EL) position steady in Q2 2026 at 3,047 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #87.

Tolleson Wealth Management first reported a position in EL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.13M in Q4 2021. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Tolleson Wealth Management held 3,047 shares of Estee Lauder worth $241K as of Q2 2026.
Tolleson Wealth Management left its Estee Lauder share count unchanged in Q2 2026.
Estee Lauder made up 0.03% of Tolleson Wealth Management's portfolio in Q2 2026, its #87 holding.
Tolleson Wealth Management first reported a position in Estee Lauder in Q4 2018 and has held it in 31 quarters since.
Tolleson Wealth Management's Estee Lauder position peaked at $1.13M in Q4 2021.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.