Blue Trust Inc
EL icon

Blue Trust Inc’s Estee Lauder EL Stock Holding History

Blue Trust Inc’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
Q3 		$17.8K Sell
192
-623
-76% -$56.7K ﹤0.01% 1552
2026
Q2 		$64.3K Sell
815
-37
-4% -$2.99K ﹤0.01% 1244
2026
Q1 		$61.1K Buy
852
+100
+13% +$10.2K ﹤0.01% 1243
2025
Q4 		$78.7K Sell
752
-166
-18% -$16.1K ﹤0.01% 1168
2025
Q3 		$80.9K Buy
918
+6
+0.7% +$534 ﹤0.01% 1167
2025
Q2 		$73.7K Buy
912
+49
+6% +$3.15K ﹤0.01% 1186
2025
Q1 		$56.9K Buy
863
+19
+2% +$1.37K ﹤0.01% 1279
2024
Q4 		$63.3K Sell
844
-861
-50% -$68K ﹤0.01% 1142
2024
Q3 		$181K Sell
1,705
-1,559
-48% -$148K ﹤0.01% 910
2024
Q2 		$503K Buy
3,264
+3,026
+1,271% +$397K 0.01% 378
2024
Q1 		$36.6K Sell
238
-877
-79% -$124K ﹤0.01% 1026
2023
Q4 		$162K Buy
1,115
+31
+3% +$4.11K ﹤0.01% 515
2023
Q3 		$213K Buy
1,084
+745
+220% +$124K ﹤0.01% 418
2023
Q2 		$84K Sell
339
-986
-74% -$209K ﹤0.01% 542
2023
Q1 		$328K Buy
1,325
+155
+13% +$39.4K 0.01% 384
2022
Q4 		$253K Buy
1,170
+628
+116% +$140K ﹤0.01% 388
2022
Q3 		$138K Buy
542
+155
+40% +$39.6K ﹤0.01% 425
2022
Q2 		$105K Buy
+387
New +$98.2K ﹤0.01% 481

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Blue Trust Inc's EL Position: Q3 2026 in Review

Blue Trust Inc reduced its Estee Lauder (EL) stake by 76% in Q3 2026, selling an estimated $56.7K and leaving 192 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Blue Trust Inc first reported a position in EL in Q2 2022 and has held it in 18 quarters since. The position peaked at $503K in Q2 2024. 523 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Blue Trust Inc held 192 shares of Estee Lauder worth $17.8K as of Q3 2026.
  • Blue Trust Inc sold 623 Estee Lauder shares in Q3 2026, an estimated $56.7K.
  • Estee Lauder made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1552 holding.
  • Blue Trust Inc first reported a position in Estee Lauder in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Estee Lauder position peaked at $503K in Q2 2024.
  • 523 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.