YHB Investment Advisors’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$527K Buy
6,677
+733
+12% +$59.2K 0.03% 214
2026
Q1
$427K Sell
5,944
-310
-5% -$31.7K 0.03% 224
2025
Q4
$655K Sell
6,254
-518
-8% -$50.3K 0.05% 193
2025
Q3
$597K Sell
6,772
-637
-9% -$56.7K 0.04% 197
2025
Q2
$599K Sell
7,409
-50
-0.7% -$3.22K 0.05% 200
2025
Q1
$492K Buy
+7,459
New +$540K 0.04% 200

Other funds holding EL

YHB Investment Advisors's EL Position: Q2 2026 in Review

YHB Investment Advisors increased its Estee Lauder (EL) stake by 12% in Q2 2026, buying an estimated $59.2K and bringing the position to 6,677 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #214.

YHB Investment Advisors first reported a position in EL in Q1 2025 and has held it in 6 quarters since. The position peaked at $655K in Q4 2025. 92 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • YHB Investment Advisors held 6,677 shares of Estee Lauder worth $527K as of Q2 2026.
  • YHB Investment Advisors bought 733 Estee Lauder shares in Q2 2026, an estimated $59.2K.
  • Estee Lauder made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • YHB Investment Advisors first reported a position in Estee Lauder in Q1 2025 and has held it in 6 quarters since.
  • YHB Investment Advisors's Estee Lauder position peaked at $655K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.