Cacti Asset Management’s Estee Lauder EL Stock Holding History

Cacti Asset 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 Q2	$10.4M	Buy	131,333 +18,490	+16%	+$1.49M	0.52%	27
2026 Q1	$8.1M	Buy	112,843 +2,676	+2%	+$273K	0.49%	28
2025 Q4	$11.8M	Buy	110,167 +59,000	+115%	+$5.73M	0.71%	27
2025 Q3	$4.43M	Buy	51,167 +41,167	+412%	+$3.67M	0.29%	30
2025 Q2	$801K	Buy	10,000 +3,000	+43%	+$193K	0.06%	51
2025 Q1	$458K	Buy	7,000 +4,000	+133%	+$289K	0.04%	58
2024 Q4	$223K	Hold	3,000	–	–	0.02%	64
2024 Q3	$276K	Buy	+3,000	New	+$284K	0.02%	62

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cacti Asset Management's EL Position: Q2 2026 in Review

Cacti Asset Management increased its Estee Lauder (EL) stake by 16% in Q2 2026, buying an estimated $1.49M and bringing the position to 131,333 shares worth $10.4M. The position accounts for 0.52% of the portfolio, ranked #27.

Cacti Asset Management first reported a position in EL in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.8M in Q4 2025. 829 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Cacti Asset Management held 131,333 shares of Estee Lauder worth $10.4M as of Q2 2026.
Cacti Asset Management bought 18,490 Estee Lauder shares in Q2 2026, an estimated $1.49M.
Estee Lauder made up 0.52% of Cacti Asset Management's portfolio in Q2 2026, its #27 holding.
Cacti Asset Management first reported a position in Estee Lauder in Q3 2024 and has held it in 8 quarters since.
Cacti Asset Management's Estee Lauder position peaked at $11.8M in Q4 2025.
829 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Cacti Asset Management's 13F filing for Q2 2026, filed 1 Jul 2026.