Dakota Wealth Management’s Estee Lauder EL Stock Holding History

Dakota Wealth Management’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	-55,773	Closed	-$5.84M	–	787
2025 Q4	$5.84M	Sell	55,773 -12,155	-18%	-$1.18M	0.1%	157
2025 Q3	$5.99M	Buy	+67,928	New	+$6.05M	0.12%	140
2023 Q2	–	Sell	-4,964	Closed	-$1.22M	–	655
2023 Q1	$1.22M	Buy	4,964 +3,810	+330%	+$968K	0.08%	203
2022 Q4	$286K	Buy	+1,154	New	+$258K	0.02%	450
2020 Q3	–	Sell	-1,602	Closed	-$302K	–	303
2020 Q2	$302K	Sell	1,602 -3,381	-68%	-$604K	0.05%	217
2020 Q1	$794K	Sell	4,983 -742	-13%	-$143K	0.17%	118
2019 Q4	$1.18M	Buy	5,725 +850	+17%	+$165K	0.19%	111
2019 Q3	$970K	Buy	+4,875	New	+$932K	0.17%	123

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

Dakota Wealth Management's EL Position: Q1 2026 in Review

Dakota Wealth Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 55,773 shares — an estimated $5.84M sold.

Dakota Wealth Management first reported a position in EL in Q3 2019 and held it in 8 quarters. The position peaked at $5.99M in Q3 2025. 835 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Dakota Wealth Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Dakota Wealth Management sold 55,773 Estee Lauder shares in Q1 2026, an estimated $5.84M.
Dakota Wealth Management first reported a position in Estee Lauder in Q3 2019 and held it in 8 quarters.
Dakota Wealth Management's Estee Lauder position peaked at $5.99M in Q3 2025.
835 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.