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Warther Private Wealth’s Estee Lauder EL Stock Holding History

Warther Private Wealth’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 		$1.71M Sell
21,597
-144,520
-87% -$11.7M 0.37% 30
2026
Q1 		$11.9M Buy
166,117
+15,000
+10% +$1.53M 2.8% 18
2025
Q4 		$15.8M Sell
151,117
-4,943
-3% -$480K 3.78% 14
2025
Q3 		$13.8M Buy
+156,060
New +$13.9M 3.25% 16

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 $3.38T AUM 44.17% 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

Warther Private Wealth's EL Position: Q2 2026 in Review

Warther Private Wealth reduced its Estee Lauder (EL) stake by 87% in Q2 2026, selling an estimated $11.7M and leaving 21,597 shares worth $1.71M. The position accounts for 0.37% of the portfolio, ranked #30.

Warther Private Wealth first reported a position in EL in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.8M in Q4 2025. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Warther Private Wealth held 21,597 shares of Estee Lauder worth $1.71M as of Q2 2026.
  • Warther Private Wealth sold 144,520 Estee Lauder shares in Q2 2026, an estimated $11.7M.
  • Estee Lauder made up 0.37% of Warther Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Warther Private Wealth first reported a position in Estee Lauder in Q3 2025 and has held it in 4 quarters since.
  • Warther Private Wealth's Estee Lauder position peaked at $15.8M in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.