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 Q2	$711M	Buy	9,010,180 +1,077,579	+14%	+$87M	2.17%	21
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Eagle Capital Management (New York)'s EL Position: Q2 2026 in Review

Eagle Capital Management (New York) increased its Estee Lauder (EL) stake by 14% in Q2 2026, buying an estimated $87M and bringing the position to 9,010,180 shares worth $711M. The position accounts for 2.17% of the portfolio, ranked #21.

Eagle Capital Management (New York) first reported a position in EL in Q4 2024 and has held it in 7 quarters since. The position peaked at $914M in Q4 2025. 829 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Eagle Capital Management (New York) held 9,010,180 shares of Estee Lauder worth $711M as of Q2 2026.
Eagle Capital Management (New York) bought 1,077,579 Estee Lauder shares in Q2 2026, an estimated $87M.
Estee Lauder made up 2.17% of Eagle Capital Management (New York)'s portfolio in Q2 2026, its #21 holding.
Eagle Capital Management (New York) first reported a position in Estee Lauder in Q4 2024 and has held it in 7 quarters since.
Eagle Capital Management (New York)'s Estee Lauder position peaked at $914M in Q4 2025.
829 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.