CFO
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CVA Family Office’s Estee Lauder EL Stock Holding History

CVA Family Office’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 		$76.8K Sell
1,070
-54
-5% -$5.52K 0.01% 514
2025
Q4 		$118K Sell
1,124
-250
-18% -$24.3K 0.01% 389
2025
Q3 		$121K Buy
1,374
+351
+34% +$31.3K 0.02% 382
2025
Q2 		$82.7K Buy
1,023
+355
+53% +$22.8K 0.01% 441
2025
Q1 		$44.1K Buy
668
+359
+116% +$26K 0.01% 543
2024
Q4 		$23.2K Sell
309
-962
-76% -$76K ﹤0.01% 650
2024
Q3 		$127K Buy
1,271
+1,013
+393% +$96K 0.02% 332
2024
Q2 		$27.5K Sell
258
-644
-71% -$84.5K ﹤0.01% 594
2024
Q1 		$139K Buy
902
+485
+116% +$68.8K 0.02% 303
2023
Q4 		$61K Buy
+417
New +$55.3K 0.01% 428
2023
Q3 		– Sell
-366
Closed -$71.9K – 445
2023
Q2 		$71.9K Sell
366
-39
-10% -$8.27K 0.02% 365
2023
Q1 		$99.8K Sell
405
-43
-10% -$10.9K 0.02% 313
2022
Q4 		$111K Buy
448
+10
+2% +$2.23K 0.03% 279
2022
Q3 		$95K Buy
438
+70
+19% +$17.9K 0.03% 250
2022
Q2 		$94K Buy
368
+45
+14% +$11.4K 0.03% 253
2022
Q1 		$88K Hold
323
– – 0.02% 287
2021
Q4 		$120K Buy
+323
New +$110K 0.03% 219
2021
Q3 		– Sell
-253
Closed -$80K – 513
2021
Q2 		$80K Buy
253
+103
+69% +$31.2K 0.02% 277
2021
Q1 		$44K Buy
+150
New +$41.1K 0.02% 287

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

CVA Family Office's EL Position: Q1 2026 in Review

CVA Family Office reduced its Estee Lauder (EL) stake by 4.8% in Q1 2026, selling an estimated $5.52K and leaving 1,070 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #514.

CVA Family Office first reported a position in EL in Q1 2021 and has held it in 19 quarters since. The position peaked at $139K in Q1 2024. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • CVA Family Office held 1,070 shares of Estee Lauder worth $76.8K as of Q1 2026.
  • CVA Family Office sold 54 Estee Lauder shares in Q1 2026, an estimated $5.52K.
  • Estee Lauder made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #514 holding.
  • CVA Family Office first reported a position in Estee Lauder in Q1 2021 and has held it in 19 quarters since.
  • CVA Family Office's Estee Lauder position peaked at $139K in Q1 2024.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.