CFO
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Callan Family Office’s Estee Lauder EL Stock Holding History

Callan Family Office’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 		$206K Sell
2,866
-128
-4% -$13.1K ﹤0.01% 1058
2025
Q4 		$314K Buy
2,994
+681
+29% +$66.1K 0.01% 918
2025
Q3 		$204K Sell
2,313
-377
-14% -$33.6K 0.01% 822
2025
Q2 		$217K Buy
+2,690
New +$173K 0.01% 875

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

Callan Family Office's EL Position: Q1 2026 in Review

Callan Family Office reduced its Estee Lauder (EL) stake by 4.3% in Q1 2026, selling an estimated $13.1K and leaving 2,866 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Callan Family Office first reported a position in EL in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Callan Family Office held 2,866 shares of Estee Lauder worth $206K as of Q1 2026.
  • Callan Family Office sold 128 Estee Lauder shares in Q1 2026, an estimated $13.1K.
  • Estee Lauder made up ﹤0.01% of Callan Family Office's portfolio in Q1 2026, its #1058 holding.
  • Callan Family Office first reported a position in Estee Lauder in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Estee Lauder position peaked at $314K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.