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Worthington Financial Partners’s Estee Lauder EL Stock Holding History

Worthington Financial Partners’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 		$237K Sell
3,006
-1,010
-25% -$81.6K 0.2% 96
2026
Q1 		$288K Buy
4,016
+300
+8% +$30.7K 0.25% 94
2025
Q4 		$389K Buy
+3,716
New +$361K 0.34% 81

Other funds holding EL

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BlackRock
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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

Worthington Financial Partners's EL Position: Q2 2026 in Review

Worthington Financial Partners reduced its Estee Lauder (EL) stake by 25% in Q2 2026, selling an estimated $81.6K and leaving 3,006 shares worth $237K. The position accounts for 0.2% of the portfolio, ranked #96.

Worthington Financial Partners first reported a position in EL in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 823 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Worthington Financial Partners held 3,006 shares of Estee Lauder worth $237K as of Q2 2026.
  • Worthington Financial Partners sold 1,010 Estee Lauder shares in Q2 2026, an estimated $81.6K.
  • Estee Lauder made up 0.2% of Worthington Financial Partners's portfolio in Q2 2026, its #96 holding.
  • Worthington Financial Partners first reported a position in Estee Lauder in Q4 2025 and has held it in 3 quarters since.
  • Worthington Financial Partners's Estee Lauder position peaked at $389K in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.