Valued Wealth Advisors’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$790 Buy
10
+8
+400% +$646 ﹤0.01% 807
2026
Q1
$144 Buy
2
+1
+100% +$102 ﹤0.01% 721
2025
Q4
$105 Buy
+1
New +$97 ﹤0.01% 615
2024
Q3
Sell
-1
Closed -$107 646
2024
Q2
$107 Hold
1
﹤0.01% 595
2024
Q1
$155 Sell
1
-11
-92% -$1.56K ﹤0.01% 567
2023
Q4
$1.74K Buy
+12
New +$1.59K ﹤0.01% 320

Other funds holding EL

Valued Wealth Advisors's EL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Estee Lauder (EL) stake by 400% in Q2 2026, buying an estimated $646 and bringing the position to 10 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Valued Wealth Advisors first reported a position in EL in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.74K in Q4 2023. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Valued Wealth Advisors held 10 shares of Estee Lauder worth $790 as of Q2 2026.
  • Valued Wealth Advisors bought 8 Estee Lauder shares in Q2 2026, an estimated $646.
  • Estee Lauder made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #807 holding.
  • Valued Wealth Advisors first reported a position in Estee Lauder in Q4 2023 and has held it in 6 quarters since.
  • Valued Wealth Advisors's Estee Lauder position peaked at $1.74K in Q4 2023.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.