Creative Financial Designs’s Estee Lauder EL Stock Holding History

Creative Financial Designs’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	-8	Closed	-$838	–	2184
2025 Q4	$838	Hold	8	–	–	﹤0.01%	1829
2025 Q3	$705	Hold	8	–	–	﹤0.01%	1879
2025 Q2	$646	Buy	8 +5	+167%	+$322	﹤0.01%	1863
2025 Q1	$198	Hold	3	–	–	﹤0.01%	1980
2024 Q4	$225	Hold	3	–	–	﹤0.01%	1757
2024 Q3	$299	Hold	3	–	–	﹤0.01%	1640
2024 Q2	$319	Hold	3	–	–	﹤0.01%	1595
2024 Q1	$462	Buy	+3	New	+$426	﹤0.01%	1600
2023 Q2	–	Sell	-10	Closed	-$2.47K	–	1481
2023 Q1	$2.47K	Buy	+10	New	+$2.54K	﹤0.01%	1234
2021 Q1	–	Sell	-25	Closed	-$7K	–	1317
2020 Q4	$7K	Hold	25	–	–	﹤0.01%	917
2020 Q3	$5K	Sell	25 -100	-80%	-$20.6K	﹤0.01%	918
2020 Q2	$24K	Buy	+125	New	+$22.3K	0.01%	563
2018 Q1	–	Sell	-75	Closed	-$10K	–	711
2017 Q4	$10K	Buy	+75	New	+$9.01K	0.01%	402

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

Creative Financial Designs's EL Position: Q1 2026 in Review

Creative Financial Designs sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 8 shares — an estimated $838 sold.

Creative Financial Designs first reported a position in EL in Q4 2017 and held it in 13 quarters. The position peaked at $24K in Q2 2020. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Creative Financial Designs reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Creative Financial Designs sold 8 Estee Lauder shares in Q1 2026, an estimated $838.
Creative Financial Designs first reported a position in Estee Lauder in Q4 2017 and held it in 13 quarters.
Creative Financial Designs's Estee Lauder position peaked at $24K in Q2 2020.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.