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Whipplewood Advisors’s Estee Lauder EL Stock Holding History

Whipplewood Advisors’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 		– Sell
-18
Closed -$1.29K – 774
2026
Q1 		$1.29K Buy
+18
New +$1.84K ﹤0.01% 848
2025
Q3 		– Sell
-22
Closed -$1.78K – 564
2025
Q2 		$1.78K Sell
22
-122
-85% -$7.85K ﹤0.01% 907
2025
Q1 		$1.72K Buy
144
+116
+414% +$8.39K ﹤0.01% 922
2024
Q4 		$2.1K Buy
+28
New +$2.21K ﹤0.01% 866

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's EL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 18 shares — an estimated $1.29K sold.

Whipplewood Advisors first reported a position in EL in Q4 2024 and held it in 4 quarters. The position peaked at $2.1K in Q4 2024. 823 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Whipplewood Advisors reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 18 Estee Lauder shares in Q2 2026, an estimated $1.29K.
  • Whipplewood Advisors first reported a position in Estee Lauder in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Estee Lauder position peaked at $2.1K in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.