CFFP
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Center for Financial Planning’s Estee Lauder EL Stock Holding History

Center for Financial Planning’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 		$1.67K Hold
23
– – ﹤0.01% 585
2025
Q4 		$2.42K Hold
23
– – ﹤0.01% 602
2025
Q3 		$2.03K Hold
23
– – ﹤0.01% 592
2025
Q2 		$1.85K Sell
23
-1,257
-98% -$80.9K ﹤0.01% 565
2025
Q1 		$84.5K Buy
1,280
+31
+2% +$2.24K 0.01% 223
2024
Q4 		$93.6K Hold
1,249
– – 0.01% 200
2024
Q3 		$124K Buy
1,249
+22
+2% +$2.09K 0.02% 172
2024
Q2 		$131K Buy
1,227
+6
+0.5% +$787 0.02% 163
2024
Q1 		$188K Buy
1,221
+43
+4% +$6.1K 0.03% 152
2023
Q4 		$172K Hold
1,178
– – 0.03% 148
2023
Q3 		$170K Buy
1,178
+22
+2% +$3.67K 0.04% 140
2023
Q2 		$227K Hold
1,156
– – 0.05% 128
2023
Q1 		$285K Hold
1,156
– – 0.07% 110
2022
Q4 		$287K Buy
1,156
+151
+15% +$33.7K 0.07% 107
2022
Q3 		$217K Hold
1,005
– – 0.06% 116
2022
Q2 		$256K Sell
1,005
-2
-0.2% -$507 0.07% 110
2022
Q1 		$274K Hold
1,007
– – 0.06% 115
2021
Q4 		$373K Buy
1,007
+2
+0.2% +$679 0.08% 96
2021
Q3 		$301K Buy
1,005
+5
+0.5% +$1.63K 0.07% 101
2021
Q2 		$318K Hold
1,000
– – 0.08% 104
2021
Q1 		$291K Hold
1,000
– – 0.08% 100
2020
Q4 		$266K Hold
1,000
– – 0.08% 100
2020
Q3 		$218K Buy
1,000
+3
+0.3% +$617 0.07% 105
2020
Q2 		$188K Buy
997
+975
+4,432% +$174K 0.07% 112
2020
Q1 		$4K Hold
22
– – ﹤0.01% 432
2019
Q4 		$5K Buy
+22
New +$4.27K ﹤0.01% 367

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

Center for Financial Planning's EL Position: Q1 2026 in Review

Center for Financial Planning held its Estee Lauder (EL) position steady in Q1 2026 at 23 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Center for Financial Planning first reported a position in EL in Q4 2019 and has held it in 26 quarters since. The position peaked at $373K in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Center for Financial Planning held 23 shares of Estee Lauder worth $1.67K as of Q1 2026.
  • Center for Financial Planning left its Estee Lauder share count unchanged in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #585 holding.
  • Center for Financial Planning first reported a position in Estee Lauder in Q4 2019 and has held it in 26 quarters since.
  • Center for Financial Planning's Estee Lauder position peaked at $373K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.