Transamerica Financial Advisors’s Estee Lauder EL Stock Holding History

Transamerica Financial Advisors’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	$1.42K	Sell	18 -201	-92%	-$16.2K	﹤0.01%	1400
2026 Q1	$15.8K	Buy	219 +122	+126%	+$12.5K	﹤0.01%	843
2025 Q4	$10.2K	Buy	97 +57	+143%	+$5.53K	﹤0.01%	846
2025 Q3	$3.52K	Buy	+40	New	+$3.56K	﹤0.01%	937
2019 Q3	–	Sell	-409	Closed	-$75K	–	201
2019 Q2	$75K	Buy	+409	New	+$69.9K	0.02%	239
2019 Q1	–	Sell	-2,440	Closed	-$318K	–	188
2018 Q4	$318K	Buy	2,440 +144	+6%	+$19.6K	0.08%	134
2018 Q3	$334K	Sell	2,296 -49	-2%	-$6.8K	0.07%	153
2018 Q2	$335K	Sell	2,345 -5,310	-69%	-$786K	0.07%	146
2018 Q1	$1.15M	Sell	7,655 -443	-5%	-$61.3K	0.17%	134
2017 Q4	$1.03M	Buy	+8,098	New	+$973K	0.14%	148
2016 Q2	–	Sell	-200	Closed	-$19K	–	477
2016 Q1	$19K	Hold	200	–	–	﹤0.01%	486
2015 Q4	$18K	Hold	200	–	–	﹤0.01%	538
2015 Q3	$17K	Hold	200	–	–	﹤0.01%	518
2015 Q2	$18K	Hold	200	–	–	﹤0.01%	571
2015 Q1	$17K	Hold	200	–	–	﹤0.01%	559
2014 Q4	$16K	Hold	200	–	–	﹤0.01%	456
2014 Q3	$15K	Hold	200	–	–	﹤0.01%	432
2014 Q2	$15K	Hold	200	–	–	﹤0.01%	467
2014 Q1	$14K	Hold	200	–	–	﹤0.01%	442
2013 Q4	$16K	Hold	200	–	–	﹤0.01%	425
2013 Q3	$14K	Hold	200	–	–	﹤0.01%	409
2013 Q2	$14K	Buy	+200	New	+$13.6K	﹤0.01%	388

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

Transamerica Financial Advisors's EL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Estee Lauder (EL) stake by 92% in Q2 2026, selling an estimated $16.2K and leaving 18 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Transamerica Financial Advisors first reported a position in EL in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.15M in Q1 2018. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Transamerica Financial Advisors held 18 shares of Estee Lauder worth $1.42K as of Q2 2026.
Transamerica Financial Advisors sold 201 Estee Lauder shares in Q2 2026, an estimated $16.2K.
Estee Lauder made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1400 holding.
Transamerica Financial Advisors first reported a position in Estee Lauder in Q2 2013 and has held it in 22 quarters since.
Transamerica Financial Advisors's Estee Lauder position peaked at $1.15M in Q1 2018.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.