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Creative Planning EL Position History
The Estée Lauder Companies Inc. • Consumer Defensive
Quarters held
8
Latest value
$10.3M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.9M |
| Q3 2025 | $59K |
| Q4 2025 | $8M |
| Q1 2026 | $3.4M |
| Q2 2026 | $66K |
| Q2 2026 | $8.9M |
| Q3 2026 | $65K |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 111.5K | — | — |
| Q3 2026 | $65K | 698 | — | — |
| Q2 2026 | $8.9M | 112.9K | — | — |
| Q2 2026 | $66K | 832 | — | — |
| Q1 2026 | $3.4M | 46.7K | — | — |
| Q4 2025 | $8M | 76.9K | — | — |
| Q3 2025 | $59K | 667 | — | — |
| Q3 2025 | $6.9M | 77.9K | — | — |
Other funds holding EL
$911.3M
$911.3M
$846.4M
$838.4M
$549.9M
$529.9M