Capstone Investment Advisors’s Estee Lauder EL Stock Holding History

Capstone Investment Advisors’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	–	Sell	-5,700	Closed	-$597K	–	1653
2025 Q4	$597K	Sell	5,700 -5,500	-49%	-$534K	﹤0.01%	1084
2025 Q3	$987K	Buy	11,200 +2,000	+22%	+$178K	﹤0.01%	1031
2025 Q2	$743K	Buy	9,200 +1,400	+18%	+$90.1K	﹤0.01%	957
2025 Q1	$515K	Sell	7,800 -30,000	-79%	-$2.17M	﹤0.01%	1070
2024 Q4	$2.83M	Buy	37,800 +25,400	+205%	+$2.01M	0.01%	733
2024 Q3	$1.24M	Sell	12,400 -1,800	-13%	-$171K	﹤0.01%	894
2024 Q2	$1.51M	Buy	14,200 +600	+4%	+$78.7K	﹤0.01%	828
2024 Q1	$2.1M	Sell	13,600 -24,900	-65%	-$3.53M	0.01%	759
2023 Q4	$5.63M	Buy	38,500 +30,700	+394%	+$4.07M	0.02%	494
2023 Q3	$1.13M	Buy	7,800 +1,200	+18%	+$200K	0.01%	939
2023 Q2	$1.3M	Buy	6,600 +1,700	+35%	+$361K	0.01%	775
2023 Q1	$1.21M	Sell	4,900 -3,700	-43%	-$940K	0.01%	734
2022 Q4	$2.13M	Buy	8,600 +600	+8%	+$134K	0.02%	687
2022 Q3	$1.73M	Sell	8,000 -700	-8%	-$179K	0.01%	815
2022 Q2	$2.22M	Sell	8,700 -5,300	-38%	-$1.34M	0.01%	722
2022 Q1	$3.81M	Sell	14,000 -24,100	-63%	-$7.25M	0.01%	796
2021 Q4	$14.1M	Buy	38,100 +2,500	+7%	+$849K	0.02%	512
2021 Q3	$10.7M	Buy	35,600 +9,900	+39%	+$3.23M	0.02%	599
2021 Q2	$8.18M	Buy	25,700 +5,700	+29%	+$1.73M	0.02%	594
2021 Q1	$5.82M	Sell	20,000 -18,400	-48%	-$5.04M	0.02%	605
2020 Q4	$10.2M	Buy	38,400 +7,200	+23%	+$1.73M	0.03%	400
2020 Q3	$6.81M	Buy	31,200 +6,300	+25%	+$1.3M	0.03%	419
2020 Q2	$4.7M	Buy	24,900 +1,200	+5%	+$214K	0.03%	456
2020 Q1	$3.78M	Sell	23,700 -34,800	-59%	-$6.71M	0.06%	348
2019 Q4	$12.1M	Buy	58,500 +24,300	+71%	+$4.72M	0.07%	308
2019 Q3	$6.8M	Buy	34,200 +9,400	+38%	+$1.8M	0.05%	361
2019 Q2	$4.54M	Buy	24,800 +10,000	+68%	+$1.71M	0.03%	485
2019 Q1	$2.45M	Buy	14,800 +7,300	+97%	+$1.07M	0.02%	533
2018 Q4	$976K	Buy	7,500 +2,900	+63%	+$394K	0.01%	614
2018 Q3	$668K	Buy	+4,600	New	+$639K	0.01%	716

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capstone Investment Advisors's EL Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Estee Lauder (EL) stake by 82% in Q1 2026, selling an estimated $2.99M and leaving 6,473 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Capstone Investment Advisors first reported a position in EL in Q4 2015 and has held it in 28 quarters since. The position peaked at $9.23M in Q2 2025. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Capstone Investment Advisors held 6,473 shares of Estee Lauder worth $465K as of Q1 2026.
Capstone Investment Advisors sold 29,237 Estee Lauder shares in Q1 2026, an estimated $2.99M.
Estee Lauder made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1174 holding.
Capstone Investment Advisors first reported a position in Estee Lauder in Q4 2015 and has held it in 28 quarters since.
Capstone Investment Advisors's Estee Lauder position peaked at $9.23M in Q2 2025.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.