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 Q2	$11.8K	Buy	150 +45	+43%	+$3.63K	﹤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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

True Wealth Design's EL Position: Q2 2026 in Review

True Wealth Design increased its Estee Lauder (EL) stake by 43% in Q2 2026, buying an estimated $3.63K and bringing the position to 150 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

True Wealth Design first reported a position in EL in Q4 2022 and has held it in 15 quarters since. The position peaked at $112K in Q4 2022. 92 funds tracked by Wall St. Rank hold EL as of Q2 2026.

True Wealth Design held 150 shares of Estee Lauder worth $11.8K as of Q2 2026.
True Wealth Design bought 45 Estee Lauder shares in Q2 2026, an estimated $3.63K.
Estee Lauder made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1005 holding.
True Wealth Design first reported a position in Estee Lauder in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Estee Lauder position peaked at $112K in Q4 2022.
92 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.