Chesley Taft & Associates’s Estee Lauder EL Stock Holding History

Chesley Taft & Associates’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	-2,388	Closed	-$250K	–	377
2025 Q4	$250K	Buy	2,388 +20	+0.8%	+$1.94K	0.01%	341
2025 Q3	$209K	Sell	2,368 -225	-9%	-$20K	0.01%	344
2025 Q2	$210K	Buy	+2,593	New	+$167K	0.01%	330
2025 Q1	–	Sell	-2,993	Closed	-$224K	–	336
2024 Q4	$224K	Hold	2,993	–	–	0.01%	313
2024 Q3	$298K	Sell	2,993 -425	-12%	-$40.3K	0.01%	287
2024 Q2	$364K	Buy	3,418 +25	+0.7%	+$3.28K	0.02%	269
2024 Q1	$523K	Sell	3,393 -100	-3%	-$14.2K	0.03%	237
2023 Q4	$511K	Sell	3,493 -108	-3%	-$14.3K	0.03%	237
2023 Q3	$521K	Sell	3,601 -17	-0.5%	-$2.83K	0.03%	217
2023 Q2	$711K	Hold	3,618	–	–	0.04%	202
2023 Q1	$892K	Hold	3,618	–	–	0.06%	183
2022 Q4	$898K	Buy	3,618 +17	+0.5%	+$3.8K	0.06%	178
2022 Q3	$777K	Hold	3,601	–	–	0.06%	182
2022 Q2	$917K	Hold	3,601	–	–	0.06%	174
2022 Q1	$946K	Hold	3,601	–	–	0.06%	184
2021 Q4	$1.33M	Hold	3,601	–	–	0.07%	166
2021 Q3	$1.08M	Hold	3,601	–	–	0.06%	174
2021 Q2	$1.15M	Sell	3,601 -75	-2%	-$22.7K	0.07%	170
2021 Q1	$1.08M	Hold	3,676	–	–	0.06%	169
2020 Q4	$979K	Hold	3,676	–	–	0.06%	170
2020 Q3	$802K	Hold	3,676	–	–	0.06%	175
2020 Q2	$694K	Sell	3,676 -190	-5%	-$33.9K	0.05%	180
2020 Q1	$616K	Hold	3,866	–	–	0.06%	175
2019 Q4	$798K	Hold	3,866	–	–	0.06%	178
2019 Q3	$769K	Buy	3,866 +190	+5%	+$36.3K	0.06%	176
2019 Q2	$673K	Hold	3,676	–	–	0.05%	181
2019 Q1	$609K	Sell	3,676 -54	-1%	-$7.93K	0.05%	194
2018 Q4	$485K	Hold	3,730	–	–	0.05%	206
2018 Q3	$542K	Sell	3,730 -50	-1%	-$6.94K	0.04%	213
2018 Q2	$539K	Hold	3,780	–	–	0.05%	212
2018 Q1	$566K	Sell	3,780 -55	-1%	-$7.62K	0.05%	209
2017 Q4	$488K	Hold	3,835	–	–	0.04%	226
2017 Q3	$414K	Buy	3,835 +217	+6%	+$22.3K	0.04%	232
2017 Q2	$347K	Hold	3,618	–	–	0.03%	241
2017 Q1	$307K	Hold	3,618	–	–	0.03%	243
2016 Q4	$277K	Hold	3,618	–	–	0.03%	247
2016 Q3	$320K	Hold	3,618	–	–	0.03%	223
2016 Q2	$329K	Hold	3,618	–	–	0.03%	223
2016 Q1	$341K	Hold	3,618	–	–	0.04%	216
2015 Q4	$319K	Hold	3,618	–	–	0.03%	221
2015 Q3	$292K	Hold	3,618	–	–	0.03%	202
2015 Q2	$314K	Hold	3,618	–	–	0.03%	202
2015 Q1	$301K	Hold	3,618	–	–	0.03%	207
2014 Q4	$276K	Hold	3,618	–	–	0.03%	213
2014 Q3	$270K	Hold	3,618	–	–	0.03%	217
2014 Q2	$269K	Hold	3,618	–	–	0.03%	218
2014 Q1	$242K	Hold	3,618	–	–	0.03%	225
2013 Q4	$273K	Hold	3,618	–	–	0.03%	241
2013 Q3	$253K	Hold	3,618	–	–	0.03%	244
2013 Q2	$238K	Buy	+3,618	New	+$247K	0.03%	242

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 $544B AUM 28.31% 1-Year Est. Return

IFP

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

Chesley Taft & Associates's EL Position: Q1 2026 in Review

Chesley Taft & Associates sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,388 shares — an estimated $250K sold.

Chesley Taft & Associates first reported a position in EL in Q2 2013 and held it in 50 quarters. The position peaked at $1.33M in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Chesley Taft & Associates reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Chesley Taft & Associates sold 2,388 Estee Lauder shares in Q1 2026, an estimated $250K.
Chesley Taft & Associates first reported a position in Estee Lauder in Q2 2013 and held it in 50 quarters.
Chesley Taft & Associates's Estee Lauder position peaked at $1.33M in Q4 2021.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Chesley Taft & Associates's 13F filing for Q1 2026, filed 13 Apr 2026.