WETS
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Wealth Enhancement Trust Services’s Estee Lauder EL Stock Holding History

Wealth Enhancement Trust Services’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 		$13.7K Hold
174
– – ﹤0.01% 678
2026
Q1 		$12.5K Hold
174
– – ﹤0.01% 572
2025
Q4 		$18.2K Buy
+174
New +$16.9K ﹤0.01% 521

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealth Enhancement Trust Services's EL Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Estee Lauder (EL) position steady in Q2 2026 at 174 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Wealth Enhancement Trust Services first reported a position in EL in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.2K in Q4 2025. 646 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Wealth Enhancement Trust Services held 174 shares of Estee Lauder worth $13.7K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #678 holding.
  • Wealth Enhancement Trust Services first reported a position in Estee Lauder in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Estee Lauder position peaked at $18.2K in Q4 2025.
  • 646 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.