CIAS
EL icon

CBIZ Investment Advisory Services’s Estee Lauder EL Stock Holding History

CBIZ Investment Advisory Services’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
-9
Closed -$942 – 516
2025
Q4 		$942 Sell
9
-11
-55% -$1.07K ﹤0.01% 716
2025
Q3 		$1.76K Buy
20
+5
+33% +$445 ﹤0.01% 579
2025
Q2 		$1.21K Sell
15
-19
-56% -$1.22K ﹤0.01% 581
2025
Q1 		$2.24K Buy
34
+7
+26% +$506 ﹤0.01% 466
2024
Q4 		$2.02K Buy
27
+18
+200% +$1.42K ﹤0.01% 378
2024
Q3 		$913 Hold
9
– – ﹤0.01% 372
2024
Q2 		$967 Hold
9
– – ﹤0.01% 366
2024
Q1 		$1.39K Buy
+9
New +$1.28K ﹤0.01% 318

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

CBIZ Investment Advisory Services's EL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 9 shares — an estimated $942 sold.

CBIZ Investment Advisory Services first reported a position in EL in Q1 2024 and held it in 8 quarters. The position peaked at $2.24K in Q1 2025. 835 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 9 Estee Lauder shares in Q1 2026, an estimated $942.
  • CBIZ Investment Advisory Services first reported a position in Estee Lauder in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Estee Lauder position peaked at $2.24K in Q1 2025.
  • 835 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.