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U.S. Capital Wealth Advisors’s Estee Lauder EL Stock Holding History

U.S. Capital 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 		$1.74M Buy
+24,199
New +$2.47M 0.04% 379
2023
Q1 		– Sell
-707
Closed -$175K – 897
2022
Q4 		$175K Buy
+707
New +$158K 0.01% 632

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

U.S. Capital Wealth Advisors's EL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Estee Lauder (EL) in Q1 2026: 24,199 shares worth $1.74M. The stake represents 0.04% of the portfolio and ranks #379 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in EL as recently as Q4 2022.

U.S. Capital Wealth Advisors first reported a position in EL in Q4 2022 and has held it in 2 quarters since. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • U.S. Capital Wealth Advisors held 24,199 shares of Estee Lauder worth $1.74M as of Q1 2026.
  • Estee Lauder was a new U.S. Capital Wealth Advisors position in Q1 2026.
  • Estee Lauder made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #379 holding.
  • U.S. Capital Wealth Advisors first reported a position in Estee Lauder in Q4 2022 and has held it in 2 quarters since.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.