True Wealth Design
EL icon

True Wealth Design’s Estee Lauder EL Stock Holding History

True Wealth Design’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
Q3 		$15.8K Buy
170
+20
+13% +$1.82K ﹤0.01% 905
2026
Q2 		$11.8K Buy
150
+45
+43% +$3.64K ﹤0.01% 1005
2026
Q1 		$7.54K Buy
105
+3
+3% +$307 ﹤0.01% 1071
2025
Q4 		$10.7K Hold
102
– – ﹤0.01% 836
2025
Q3 		$8.99K Buy
102
+5
+5% +$445 ﹤0.01% 874
2025
Q2 		$7.84K Buy
97
+83
+593% +$5.34K ﹤0.01% 663
2025
Q1 		$924 Hold
14
– – ﹤0.01% 1288
2024
Q4 		$1.05K Sell
14
-520
-97% -$41.1K ﹤0.01% 925
2024
Q3 		$53.2K Buy
534
+79
+17% +$7.49K 0.02% 131
2024
Q2 		$48.4K Hold
455
– – 0.01% 164
2024
Q1 		$70.1K Buy
455
+2
+0.4% +$284 0.02% 149
2023
Q4 		$66.3K Hold
453
– – 0.02% 142
2023
Q3 		$65.5K Hold
453
– – 0.02% 142
2023
Q2 		$89K Hold
453
– – 0.03% 129
2023
Q1 		$112K Hold
453
– – 0.05% 135
2022
Q4 		$112K Buy
+453
New +$101K 0.05% 122

Other funds holding EL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

True Wealth Design's EL Position: Q3 2026 in Review

True Wealth Design increased its Estee Lauder (EL) stake by 13% in Q3 2026, buying an estimated $1.82K and bringing the position to 170 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

True Wealth Design first reported a position in EL in Q4 2022 and has held it in 16 quarters since. The position peaked at $112K in Q4 2022. 183 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • True Wealth Design held 170 shares of Estee Lauder worth $15.8K as of Q3 2026.
  • True Wealth Design bought 20 Estee Lauder shares in Q3 2026, an estimated $1.82K.
  • Estee Lauder made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #905 holding.
  • True Wealth Design first reported a position in Estee Lauder in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Estee Lauder position peaked at $112K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.