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Twin Peaks Wealth Advisors’s Estee Lauder EL Stock Holding History

Twin Peaks Wealth 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
Q1 		$8.61K Buy
+120
New +$12.3K ﹤0.01% 1138
2025
Q3 		– Sell
-122
Closed -$11.2K – 724
2025
Q2 		$11.2K Buy
+122
New +$7.85K ﹤0.01% 881

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Twin Peaks Wealth Advisors's EL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Estee Lauder (EL) in Q1 2026: 120 shares worth $8.61K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EL in Q2 2025 and has held it in 2 quarters since. The position peaked at $11.2K in Q2 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 120 shares of Estee Lauder worth $8.61K as of Q1 2026.
  • Estee Lauder was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1138 holding.
  • Twin Peaks Wealth Advisors first reported a position in Estee Lauder in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Estee Lauder position peaked at $11.2K in Q2 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.