Fiduciary Alliance’s Estee Lauder EL Stock Holding History

Fiduciary Alliance’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 Q3	$1.38M	Sell	14,904 -1,245	-8%	-$113K	0.1%	190
2026 Q2	$1.28M	Sell	16,149 -66	-0.4%	-$5.33K	0.09%	235
2026 Q1	$1.24M	Buy	16,215 +700	+5%	+$71.5K	0.08%	235
2025 Q4	$1.62M	Sell	15,515 -263	-2%	-$25.5K	0.11%	187
2025 Q3	$1.39M	Sell	15,778 -1,922	-11%	-$171K	0.09%	194
2025 Q2	$1.43M	Buy	17,700 +972	+6%	+$62.5K	0.11%	179
2025 Q1	$1.1M	Buy	+16,728	New	+$1.21M	0.11%	157
2023 Q3	–	Sell	-19	Closed	-$3.73K	–	389
2023 Q2	$3.73K	Buy	+19	New	+$4.03K	﹤0.01%	727

Other funds holding EL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fiduciary Alliance's EL Position: Q3 2026 in Review

Fiduciary Alliance reduced its Estee Lauder (EL) stake by 7.7% in Q3 2026, selling an estimated $113K and leaving 14,904 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #190.

Fiduciary Alliance first reported a position in EL in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2025. 257 funds tracked by Wall St. Rank hold EL as of Q3 2026.

Fiduciary Alliance held 14,904 shares of Estee Lauder worth $1.38M as of Q3 2026.
Fiduciary Alliance sold 1,245 Estee Lauder shares in Q3 2026, an estimated $113K.
Estee Lauder made up 0.1% of Fiduciary Alliance's portfolio in Q3 2026, its #190 holding.
Fiduciary Alliance first reported a position in Estee Lauder in Q2 2023 and has held it in 8 quarters since.
Fiduciary Alliance's Estee Lauder position peaked at $1.62M in Q4 2025.
257 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.