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IEQ Capital’s Estee Lauder EL Stock Holding History

IEQ Capital’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
-2,703
Closed -$283K – 1944
2025
Q4 		$283K Sell
2,703
-1,324
-33% -$128K ﹤0.01% 1556
2025
Q3 		$355K Sell
4,027
-38
-0.9% -$3.38K ﹤0.01% 1451
2025
Q2 		$328K Sell
4,065
-17
-0.4% -$1.09K ﹤0.01% 1351
2025
Q1 		$269K Sell
4,082
-4,146
-50% -$300K ﹤0.01% 1232
2024
Q4 		$617K Sell
8,228
-1,577
-16% -$125K 0.01% 782
2024
Q3 		$977K Buy
9,805
+6,838
+230% +$648K 0.01% 550
2024
Q2 		$316K Sell
2,967
-1,673
-36% -$219K ﹤0.01% 791
2024
Q1 		$715K Sell
4,640
-9
-0.2% -$1.28K 0.01% 532
2023
Q4 		$680K Sell
4,649
-3,105
-40% -$412K 0.01% 504
2023
Q3 		$1.12M Buy
7,754
+5,283
+214% +$881K 0.02% 376
2023
Q2 		$485K Sell
2,471
-10,263
-81% -$2.18M 0.01% 551
2023
Q1 		$3.14M Buy
12,734
+104
+0.8% +$26.4K 0.07% 184
2022
Q4 		$3.13M Buy
12,630
+1,843
+17% +$412K 0.09% 174
2022
Q3 		$2.33M Buy
10,787
+3,901
+57% +$996K 0.06% 204
2022
Q2 		$1.75M Buy
6,886
+3,828
+125% +$971K 0.05% 219
2022
Q1 		$833K Sell
3,058
-1,040
-25% -$313K 0.02% 371
2021
Q4 		$1.52M Buy
4,098
+331
+9% +$112K 0.04% 231
2021
Q3 		$1.13M Buy
3,767
+914
+32% +$299K 0.03% 273
2021
Q2 		$907K Buy
2,853
+786
+38% +$238K 0.03% 268
2021
Q1 		$601K Buy
+2,067
New +$566K 0.02% 258
2020
Q4 		– Sell
-1,427
Closed -$311K – 270
2020
Q3 		$311K Buy
+1,427
New +$294K 0.02% 294
2020
Q2 		– Sell
-1,875
Closed -$298K – 347
2020
Q1 		$298K Buy
1,875
+712
+61% +$137K 0.02% 280
2019
Q4 		$240K Buy
+1,163
New +$226K 0.02% 352

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

IEQ Capital's EL Position: Q1 2026 in Review

IEQ Capital sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,703 shares — an estimated $283K sold.

IEQ Capital first reported a position in EL in Q4 2019 and held it in 23 quarters. The position peaked at $3.14M in Q1 2023. 835 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • IEQ Capital reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 2,703 Estee Lauder shares in Q1 2026, an estimated $283K.
  • IEQ Capital first reported a position in Estee Lauder in Q4 2019 and held it in 23 quarters.
  • IEQ Capital's Estee Lauder position peaked at $3.14M in Q1 2023.
  • 835 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.