Waterfront Wealth
EL icon

Waterfront Wealth’s Estee Lauder EL Stock Holding History

Waterfront 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
Q3 		$2.01M Sell
18,966
-225
-1% -$20.5K 0.32% 90
2026
Q2 		$1.59M Buy
19,191
+180
+0.9% +$14.5K 0.25% 117
2026
Q1 		$1.36M Buy
19,011
+1,109
+6% +$113K 0.25% 123
2025
Q4 		$2.1M Buy
17,902
+161
+0.9% +$15.6K 0.4% 79
2025
Q3 		$1.74M Buy
17,741
+29
+0.2% +$2.58K 0.36% 81
2025
Q2 		$1.43M Buy
17,712
+2,614
+17% +$168K 0.32% 94
2025
Q1 		$996K Buy
15,098
+5,093
+51% +$368K 0.24% 130
2024
Q4 		$750K Buy
+10,005
New +$790K 0.18% 155

Other funds holding EL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Waterfront Wealth's EL Position: Q3 2026 in Review

Waterfront Wealth reduced its Estee Lauder (EL) stake by 1.2% in Q3 2026, selling an estimated $20.5K and leaving 18,966 shares worth $2.01M. The position accounts for 0.32% of the portfolio, ranked #90.

Waterfront Wealth first reported a position in EL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q4 2025. 731 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Waterfront Wealth held 18,966 shares of Estee Lauder worth $2.01M as of Q3 2026.
  • Waterfront Wealth sold 225 Estee Lauder shares in Q3 2026, an estimated $20.5K.
  • Estee Lauder made up 0.32% of Waterfront Wealth's portfolio in Q3 2026, its #90 holding.
  • Waterfront Wealth first reported a position in Estee Lauder in Q4 2024 and has held it in 8 quarters since.
  • Waterfront Wealth's Estee Lauder position peaked at $2.1M in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.