Eagle Capital Management (New York)’s Estee Lauder EL Stock Holding History

Eagle Capital Management (New York)’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	$569M	Sell	7,932,601 -796,934	-9%	-$81.4M	1.91%	22
2025 Q4	$914M	Sell	8,729,535 -239,203	-3%	-$23.2M	2.85%	15
2025 Q3	$790M	Sell	8,968,738 -662,191	-7%	-$59M	2.52%	19
2025 Q2	$778M	Sell	9,630,929 -47,531	-0.5%	-$3.06M	2.56%	19
2025 Q1	$639M	Buy	9,678,460 +7,408,608	+326%	+$536M	2.33%	19
2024 Q4	$170M	Buy	+2,269,852	New	+$179M	0.62%	27

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York)'s EL Position: Q1 2026 in Review

Eagle Capital Management (New York) reduced its Estee Lauder (EL) stake by 9.1% in Q1 2026, selling an estimated $81.4M and leaving 7,932,601 shares worth $569M. The position accounts for 1.91% of the portfolio, ranked #22.

Eagle Capital Management (New York) first reported a position in EL in Q4 2024 and has held it in 6 quarters since. The position peaked at $914M in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Eagle Capital Management (New York) held 7,932,601 shares of Estee Lauder worth $569M as of Q1 2026.
Eagle Capital Management (New York) sold 796,934 Estee Lauder shares in Q1 2026, an estimated $81.4M.
Estee Lauder made up 1.91% of Eagle Capital Management (New York)'s portfolio in Q1 2026, its #22 holding.
Eagle Capital Management (New York) first reported a position in Estee Lauder in Q4 2024 and has held it in 6 quarters since.
Eagle Capital Management (New York)'s Estee Lauder position peaked at $914M in Q4 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.