Evelyn Partners Investment Management’s Estee Lauder EL Stock Holding History

Evelyn Partners Investment 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	$302K	Sell	4,212 -750	-15%	-$76.6K	0.01%	184
2025 Q4	$520K	Sell	4,962 -498	-9%	-$48.3K	0.01%	162
2025 Q3	$481K	Sell	5,460 -362	-6%	-$32.2K	0.01%	165
2025 Q2	$470K	Sell	5,822 -1,950	-25%	-$125K	0.01%	166
2025 Q1	$513K	Sell	7,772 -1,887	-20%	-$136K	0.02%	152
2024 Q4	$724K	Buy	+9,659	New	+$763K	0.02%	139

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

Evelyn Partners Investment Management's EL Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Estee Lauder (EL) stake by 15% in Q1 2026, selling an estimated $76.6K and leaving 4,212 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #184.

Evelyn Partners Investment Management first reported a position in EL in Q4 2024 and has held it in 6 quarters since. The position peaked at $724K in Q4 2024. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Evelyn Partners Investment Management held 4,212 shares of Estee Lauder worth $302K as of Q1 2026.
Evelyn Partners Investment Management sold 750 Estee Lauder shares in Q1 2026, an estimated $76.6K.
Estee Lauder made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #184 holding.
Evelyn Partners Investment Management first reported a position in Estee Lauder in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Estee Lauder position peaked at $724K in Q4 2024.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.