Brown Shipley & Co
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Brown Shipley & Co’s Estee Lauder EL Stock Holding History

Brown Shipley & Co’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 		$589K Sell
6,348
-499
-7% -$45.4K 0.28% 32
2026
Q2 		$541K Sell
6,847
-758
-10% -$61.2K 0.28% 31
2026
Q1 		$546K Sell
7,605
-150
-2% -$15.3K 0.33% 29
2025
Q4 		$812K Sell
7,755
-434
-5% -$42.1K 0.43% 26
2025
Q3 		$722K Sell
8,189
-527
-6% -$46.9K 0.38% 27
2025
Q2 		$704K Sell
8,716
-1,253
-13% -$80.6K 0.39% 29
2025
Q1 		$658K Sell
9,969
-26,402
-73% -$1.91M 0.37% 28
2024
Q4 		$2.73M Sell
36,371
-1,475
-4% -$116K 1.35% 24
2024
Q3 		$3.77M Sell
37,846
-2,317
-6% -$220K 1.86% 20
2024
Q2 		$4.27M Buy
40,163
+412
+1% +$54K 1.92% 17
2024
Q1 		$6.04M Buy
39,751
+10,897
+38% +$1.55M 1.9% 18
2023
Q4 		$4.22M Buy
28,854
+1,513
+6% +$201K 2.09% 17
2023
Q3 		$3.95M Buy
27,341
+3,723
+16% +$621K 2.18% 18
2023
Q2 		$4.64M Buy
23,618
+3,967
+20% +$842K 1.9% 19
2023
Q1 		$4.84M Buy
+19,651
New +$4.99M 3.12% 13

Other funds holding EL

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Brown Shipley & Co's EL Position: Q3 2026 in Review

Brown Shipley & Co reduced its Estee Lauder (EL) stake by 7.3% in Q3 2026, selling an estimated $45.4K and leaving 6,348 shares worth $589K. The position accounts for 0.28% of the portfolio, ranked #32.

Brown Shipley & Co first reported a position in EL in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.04M in Q1 2024. 461 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Brown Shipley & Co held 6,348 shares of Estee Lauder worth $589K as of Q3 2026.
  • Brown Shipley & Co sold 499 Estee Lauder shares in Q3 2026, an estimated $45.4K.
  • Estee Lauder made up 0.28% of Brown Shipley & Co's portfolio in Q3 2026, its #32 holding.
  • Brown Shipley & Co first reported a position in Estee Lauder in Q1 2023 and has held it in 15 quarters since.
  • Brown Shipley & Co's Estee Lauder position peaked at $6.04M in Q1 2024.
  • 461 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.