Financial Perspectives’s Estee Lauder EL Stock Holding History

Financial Perspectives’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	$1.78K	Hold	25	–	–	﹤0.01%	640
2025 Q4	$2.59K	Hold	25	–	–	﹤0.01%	629
2025 Q3	$2.17K	Hold	25	–	–	﹤0.01%	633
2025 Q2	$1.98K	Buy	25 +1	+4%	+$64	﹤0.01%	630
2025 Q1	$1.61K	Hold	24	–	–	﹤0.01%	641
2024 Q4	$1.82K	Hold	24	–	–	﹤0.01%	632
2024 Q3	$2.41K	Hold	24	–	–	﹤0.01%	574
2024 Q2	$2.58K	Hold	24	–	–	﹤0.01%	561
2024 Q1	$3.73K	Hold	24	–	–	﹤0.01%	533
2023 Q4	$3.54K	Hold	24	–	–	﹤0.01%	549
2023 Q3	$3.5K	Hold	24	–	–	﹤0.01%	547
2023 Q2	$4.75K	Hold	24	–	–	﹤0.01%	519
2023 Q1	$5.96K	Hold	24	–	–	﹤0.01%	498
2022 Q4	$6K	Hold	24	–	–	﹤0.01%	495
2022 Q3	$5.22K	Hold	24	–	–	﹤0.01%	500
2022 Q2	$6.16K	Hold	24	–	–	﹤0.01%	491
2022 Q1	$6.59K	Hold	24	–	–	﹤0.01%	511
2021 Q4	$8.96K	Hold	24	–	–	﹤0.01%	453
2021 Q3	$7.26K	Hold	24	–	–	﹤0.01%	475
2021 Q2	$7.7K	Sell	24 -7,015	-100%	-$2.13M	﹤0.01%	488
2021 Q1	$24K	Buy	7,039 +7,015	+29,229%	+$1.92M	﹤0.01%	585
2020 Q4	$6.44K	Hold	24	–	–	﹤0.01%	450
2020 Q3	$5.28K	Hold	24	–	–	﹤0.01%	419
2020 Q2	$4.57K	Hold	24	–	–	﹤0.01%	415
2020 Q1	$3.86K	Hold	24	–	–	﹤0.01%	405
2019 Q4	$5K	Buy	+24	New	+$4.66K	﹤0.01%	393

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

Financial Perspectives's EL Position: Q1 2026 in Review

Financial Perspectives held its Estee Lauder (EL) position steady in Q1 2026 at 25 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Financial Perspectives first reported a position in EL in Q4 2019 and has held it in 26 quarters since. The position peaked at $24K in Q1 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Financial Perspectives held 25 shares of Estee Lauder worth $1.78K as of Q1 2026.
Financial Perspectives left its Estee Lauder share count unchanged in Q1 2026.
Estee Lauder made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #640 holding.
Financial Perspectives first reported a position in Estee Lauder in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Estee Lauder position peaked at $24K in Q1 2021.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.