Cornerstone Planning Group’s Estee Lauder EL Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-92	Closed	-$7.6K	–	607
2026 Q2	$7.6K	Sell	92 -5	-5%	-$404	﹤0.01%	978
2026 Q1	$7.96K	Buy	97 +6	+7%	+$613	﹤0.01%	961
2025 Q4	$10.4K	Buy	91 +16	+21%	+$1.55K	﹤0.01%	790
2025 Q3	$7.32K	Buy	75 +1	+1%	+$89	﹤0.01%	849
2025 Q2	$6.73K	Buy	74 +18	+32%	+$1.16K	﹤0.01%	651
2025 Q1	$3.21K	Buy	56 +26	+87%	+$1.88K	﹤0.01%	858
2024 Q4	$2.51K	Buy	30 +22	+275%	+$1.74K	﹤0.01%	730
2024 Q3	$710	Sell	8 -38	-83%	-$3.6K	﹤0.01%	1017
2024 Q2	$4.24K	Sell	46 -4	-8%	-$525	﹤0.01%	611
2024 Q1	$6.65K	Sell	50 -54	-52%	-$7.66K	﹤0.01%	478
2023 Q4	$15.2K	Buy	104 +59	+131%	+$7.83K	0.01%	357
2023 Q3	$6.5K	Sell	45 -152	-77%	-$25.3K	﹤0.01%	499
2023 Q2	$38.7K	Buy	+197	New	+$41.8K	0.02%	287
2022 Q4	$51.1K	Buy	+197	New	+$44K	0.02%	258

Other funds holding EL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cornerstone Planning Group's EL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Estee Lauder (EL) in Q3 2026, closing a stake of 92 shares — an estimated $7.6K sold.

Cornerstone Planning Group first reported a position in EL in Q4 2022 and held it in 14 quarters. The position peaked at $51.1K in Q4 2022. 183 funds tracked by Wall St. Rank hold EL as of Q3 2026.

Cornerstone Planning Group reported no remaining Estee Lauder position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 92 Estee Lauder shares in Q3 2026, an estimated $7.6K.
Cornerstone Planning Group first reported a position in Estee Lauder in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Estee Lauder position peaked at $51.1K in Q4 2022.
183 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.