Coppell Advisory Solutions’s Estee Lauder EL Stock Holding History

Coppell Advisory Solutions’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	-2,642	Closed	-$280K	–	100
2025 Q4	$280K	Buy	2,642 +22	+0.8%	+$2.13K	0.03%	340
2025 Q3	$234K	Buy	+2,620	New	+$233K	0.02%	364
2025 Q1	–	Sell	-2,367	Closed	-$176K	–	765
2024 Q4	$176K	Buy	2,367 +845	+56%	+$66.7K	0.02%	302
2024 Q3	$152K	Buy	1,522 +459	+43%	+$43.5K	0.02%	332
2024 Q2	$113K	Buy	+1,063	New	+$139K	0.02%	353
2023 Q4	$305K	Buy	2,084 +959	+85%	+$127K	0.06%	209
2023 Q3	$279K	Sell	1,125 -52	-4%	-$8.67K	0.1%	144
2023 Q2	$227K	Buy	1,177 +59	+5%	+$12.5K	0.06%	175
2023 Q1	$276K	Sell	1,118 -7	-0.6%	-$1.78K	0.09%	168
2022 Q4	$279K	Buy	+1,125	New	+$251K	0.09%	147

Other funds holding EL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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 $15.2B AUM 1.56% 1-Year Est. Return

Coppell Advisory Solutions's EL Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,642 shares — an estimated $280K sold.

Coppell Advisory Solutions first reported a position in EL in Q4 2022 and held it in 10 quarters. The position peaked at $305K in Q4 2023. 836 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Coppell Advisory Solutions reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 2,642 Estee Lauder shares in Q1 2026, an estimated $280K.
Coppell Advisory Solutions first reported a position in Estee Lauder in Q4 2022 and held it in 10 quarters.
Coppell Advisory Solutions's Estee Lauder position peaked at $305K in Q4 2023.
836 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.