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Wealthspire Advisors (New York)’s Estee Lauder EL Stock Holding History

Wealthspire Advisors (New York)’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 		$856K Sell
11,933
-1,611
-12% -$165K 0.01% 440
2025
Q4 		$1.42M Buy
13,544
+1,613
+14% +$157K 0.01% 359
2025
Q3 		$1.05M Sell
11,931
-236
-2% -$21K 0.01% 384
2025
Q2 		$983K Buy
12,167
+280
+2% +$18K 0.01% 387
2025
Q1 		$785K Sell
11,887
-134
-1% -$9.69K ﹤0.01% 433
2024
Q4 		$901K Buy
12,021
+19
+0.2% +$1.5K 0.01% 389
2024
Q3 		$1.2M Buy
12,002
+96
+0.8% +$9.1K 0.01% 342
2024
Q2 		$1.27M Sell
11,906
-138
-1% -$18.1K 0.02% 273
2024
Q1 		$1.86M Sell
12,044
-582
-5% -$82.6K 0.02% 214
2023
Q4 		$1.85M Buy
12,626
+159
+1% +$21.1K 0.03% 209
2023
Q3 		$1.8M Sell
12,467
-88
-0.7% -$14.7K 0.03% 182
2023
Q2 		$2.47M Buy
12,555
+239
+2% +$50.7K 0.04% 134
2023
Q1 		$3.04M Buy
12,316
+10,940
+795% +$2.78M 0.05% 122
2022
Q4 		$341K Buy
+1,376
New +$307K 0.01% 435
2022
Q3 		– Sell
-825
Closed -$210K – 522
2022
Q2 		$210K Sell
825
-109
-12% -$27.7K ﹤0.01% 465
2022
Q1 		$254K Sell
934
-709
-43% -$213K 0.01% 380
2021
Q4 		$608K Sell
1,643
-11,270
-87% -$3.83M 0.01% 292
2021
Q3 		$3.87M Buy
12,913
+12,004
+1,321% +$3.92M 0.08% 107
2021
Q2 		$289K Sell
909
-2,745
-75% -$832K 0.01% 298
2021
Q1 		$1.06M Buy
3,654
+587
+19% +$161K 0.03% 257
2020
Q4 		$816K Buy
3,067
+726
+31% +$175K 0.02% 231
2020
Q3 		$511K Buy
2,341
+318
+16% +$65.4K 0.03% 178
2020
Q2 		$382K Sell
2,023
-2,152
-52% -$385K 0.03% 180
2020
Q1 		$665K Buy
+4,175
New +$806K 0.03% 256
2019
Q1 		– Sell
-156
Closed -$20K – 266
2018
Q4 		$20K Buy
+156
New +$21.2K ﹤0.01% 336

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wealthspire Advisors (New York)'s EL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Estee Lauder (EL) stake by 12% in Q1 2026, selling an estimated $165K and leaving 11,933 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #440.

Wealthspire Advisors (New York) first reported a position in EL in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.87M in Q3 2021. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Wealthspire Advisors (New York) held 11,933 shares of Estee Lauder worth $856K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,611 Estee Lauder shares in Q1 2026, an estimated $165K.
  • Estee Lauder made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #440 holding.
  • Wealthspire Advisors (New York) first reported a position in Estee Lauder in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Estee Lauder position peaked at $3.87M in Q3 2021.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.