GIA
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Gladstone Institutional Advisory’s Estee Lauder EL Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-2,629
Closed -$275K – 852
2025
Q4 		$275K Hold
2,629
– – 0.01% 664
2025
Q3 		$232K Buy
2,629
+107
+4% +$9.53K 0.01% 724
2025
Q2 		$204K Buy
+2,522
New +$162K 0.01% 718
2023
Q3 		– Sell
-1,153
Closed -$226K – 634
2023
Q2 		$226K Sell
1,153
-62
-5% -$13.2K 0.01% 576
2023
Q1 		$300K Sell
1,215
-88
-7% -$22.4K 0.02% 525
2022
Q4 		$323K Sell
1,303
-209
-14% -$46.7K 0.02% 486
2022
Q3 		$326K Sell
1,512
-71
-4% -$18.1K 0.03% 475
2022
Q2 		$403K Buy
1,583
+72
+5% +$18.3K 0.03% 456
2022
Q1 		$411K Sell
1,511
-163
-10% -$49K 0.03% 469
2021
Q4 		$620K Sell
1,674
-147
-8% -$49.9K 0.05% 338
2021
Q3 		$546K Buy
1,821
+853
+88% +$279K 0.05% 304
2021
Q2 		$308K Buy
+968
New +$293K 0.04% 391

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
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

Gladstone Institutional Advisory's EL Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,629 shares — an estimated $275K sold.

Gladstone Institutional Advisory first reported a position in EL in Q2 2021 and held it in 12 quarters. The position peaked at $620K in Q4 2021. 835 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,629 Estee Lauder shares in Q1 2026, an estimated $275K.
  • Gladstone Institutional Advisory first reported a position in Estee Lauder in Q2 2021 and held it in 12 quarters.
  • Gladstone Institutional Advisory's Estee Lauder position peaked at $620K in Q4 2021.
  • 835 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.