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Clearstead Trust’s Estee Lauder EL Stock Holding History

Clearstead Trust’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 		$135K Hold
1,882
– – 0.02% 217
2025
Q4 		$197K Hold
1,882
– – 0.03% 195
2025
Q3 		$166K Buy
1,882
+1,800
+2,195% +$160K 0.03% 196
2025
Q2 		$6.63K Sell
82
-38
-32% -$2.44K ﹤0.01% 686
2025
Q1 		$7.92K Buy
+120
New +$8.68K ﹤0.01% 503
2023
Q4 		– Sell
-47
Closed -$6.79K – 427
2023
Q3 		$6.79K Buy
+47
New +$7.84K ﹤0.01% 370

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

Clearstead Trust's EL Position: Q1 2026 in Review

Clearstead Trust held its Estee Lauder (EL) position steady in Q1 2026 at 1,882 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #217.

Clearstead Trust first reported a position in EL in Q3 2023 and has held it in 6 quarters since. The position peaked at $197K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Clearstead Trust held 1,882 shares of Estee Lauder worth $135K as of Q1 2026.
  • Clearstead Trust left its Estee Lauder share count unchanged in Q1 2026.
  • Estee Lauder made up 0.02% of Clearstead Trust's portfolio in Q1 2026, its #217 holding.
  • Clearstead Trust first reported a position in Estee Lauder in Q3 2023 and has held it in 6 quarters since.
  • Clearstead Trust's Estee Lauder position peaked at $197K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.