AIM
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Arcadia Investment Management’s Estee Lauder EL Stock Holding History

Arcadia Investment Management’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 		$699K Sell
9,737
-6,883
-41% -$703K 0.12% 79
2025
Q4 		$1.74M Sell
16,620
-3,697
-18% -$359K 0.28% 56
2025
Q3 		$1.79M Sell
20,317
-515
-2% -$45.9K 0.28% 57
2025
Q2 		$1.68M Buy
20,832
+3,054
+17% +$196K 0.27% 58
2025
Q1 		$1.17M Sell
17,778
-1,765
-9% -$128K 0.21% 62
2024
Q4 		$1.47M Sell
19,543
-6,879
-26% -$543K 0.23% 59
2024
Q3 		$2.63M Sell
26,422
-11,344
-30% -$1.08M 0.43% 47
2024
Q2 		$4.02M Sell
37,766
-6,015
-14% -$789K 0.69% 38
2024
Q1 		$6.75M Buy
43,781
+4,295
+11% +$609K 1.19% 29
2023
Q4 		$5.77M Sell
39,486
-1,866
-5% -$248K 1.1% 32
2023
Q3 		$5.98M Buy
41,352
+1,333
+3% +$222K 1.27% 31
2023
Q2 		$7.86M Buy
40,019
+7,036
+21% +$1.49M 1.59% 20
2023
Q1 		$8.13M Sell
32,983
-60
-0.2% -$15.2K 1.77% 17
2022
Q4 		$8.2M Sell
33,043
-724
-2% -$162K 1.91% 18
2022
Q3 		$7.29M Sell
33,767
-2,363
-7% -$603K 1.76% 19
2022
Q2 		$9.2M Sell
36,130
-2,060
-5% -$523K 2.05% 16
2022
Q1 		$10.4M Sell
38,190
-340
-0.9% -$102K 1.97% 17
2021
Q4 		$14.3M Sell
38,530
-816
-2% -$277K 2.38% 12
2021
Q3 		$11.8M Sell
39,346
-155
-0.4% -$50.6K 2.18% 15
2021
Q2 		$12.6M Sell
39,501
-1,177
-3% -$357K 2.36% 9
2021
Q1 		$11.8M Sell
40,678
-3,234
-7% -$885K 2.37% 10
2020
Q4 		$11.7M Sell
43,912
-1,660
-4% -$399K 2.41% 15
2020
Q3 		$9.95M Buy
45,572
+440
+1% +$90.5K 2.14% 16
2020
Q2 		$8.52M Buy
45,132
+810
+2% +$145K 2.07% 18
2020
Q1 		$7.06M Sell
44,322
-45
-0.1% -$8.68K 2.14% 15
2019
Q4 		$9.16M Sell
44,367
-94
-0.2% -$18.3K 2.32% 13
2019
Q3 		$8.85M Sell
44,461
-5,675
-11% -$1.09M 2.42% 12
2019
Q2 		$9.18M Sell
50,136
-410
-0.8% -$70K 2.5% 11
2019
Q1 		$8.37M Buy
50,546
+100
+0.2% +$14.7K 2.42% 12
2018
Q4 		$6.56M Sell
50,446
-2,940
-6% -$399K 2.2% 14
2018
Q3 		$7.76M Buy
53,386
+460
+0.9% +$63.9K 2.05% 15
2018
Q2 		$7.55M Sell
52,926
-125
-0.2% -$18.5K 2.1% 13
2018
Q1 		$7.94M Sell
53,051
-399
-0.7% -$55.3K 2.24% 12
2017
Q4 		$6.8M Sell
53,450
-5,725
-10% -$688K 1.9% 16
2017
Q3 		$6.38M Sell
59,175
-1,660
-3% -$170K 1.95% 14
2017
Q2 		$5.84M Sell
60,835
-1,445
-2% -$133K 1.85% 15
2017
Q1 		$5.28M Sell
62,280
-205
-0.3% -$16.9K 1.67% 17
2016
Q4 		$4.78M Buy
62,485
+325
+0.5% +$26.4K 1.56% 20
2016
Q3 		$5.5M Sell
62,160
-4,070
-6% -$371K 1.83% 13
2016
Q2 		$6.03M Sell
66,230
-2,875
-4% -$268K 1.96% 13
2016
Q1 		$6.52M Sell
69,105
-14,825
-18% -$1.32M 2.15% 14
2015
Q4 		$7.39M Sell
83,930
-3,205
-4% -$273K 2.26% 13
2015
Q3 		$7.03M Sell
87,135
-3,400
-4% -$285K 2.15% 13
2015
Q2 		$7.84M Buy
90,535
+620
+0.7% +$53.5K 2.04% 14
2015
Q1 		$7.48M Sell
89,915
-2,090
-2% -$165K 2.09% 18
2014
Q4 		$7.01M Sell
92,005
-4,350
-5% -$321K 1.98% 18
2014
Q3 		$7.2M Sell
96,355
-3,800
-4% -$286K 2.16% 14
2014
Q2 		$7.44M Buy
100,155
+7,010
+8% +$515K 2.17% 14
2014
Q1 		$6.23M Sell
93,145
-65,675
-41% -$4.56M 1.82% 23
2013
Q4 		$12M Sell
158,820
-1,400
-0.9% -$101K 2.83% 5
2013
Q3 		$11.2M Sell
160,220
-275
-0.2% -$18.6K 2.92% 5
2013
Q2 		$10.6M Buy
+160,495
New +$10.9M 3% 5

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Arcadia Investment Management's EL Position: Q1 2026 in Review

Arcadia Investment Management reduced its Estee Lauder (EL) stake by 41% in Q1 2026, selling an estimated $703K and leaving 9,737 shares worth $699K. The position accounts for 0.12% of the portfolio, ranked #79.

Arcadia Investment Management first reported a position in EL in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.3M in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Arcadia Investment Management held 9,737 shares of Estee Lauder worth $699K as of Q1 2026.
  • Arcadia Investment Management sold 6,883 Estee Lauder shares in Q1 2026, an estimated $703K.
  • Estee Lauder made up 0.12% of Arcadia Investment Management's portfolio in Q1 2026, its #79 holding.
  • Arcadia Investment Management first reported a position in Estee Lauder in Q2 2013 and has held it in 52 quarters since.
  • Arcadia Investment Management's Estee Lauder position peaked at $14.3M in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.