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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
Q2 		– Sell
-120
Closed -$8.61K – 802
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's EL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 120 shares — an estimated $8.61K sold.

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

  • Twin Peaks Wealth Advisors reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 120 Estee Lauder shares in Q2 2026, an estimated $8.61K.
  • Twin Peaks Wealth Advisors first reported a position in Estee Lauder in Q2 2025 and held it in 2 quarters.
  • 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 Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.