InceptionR’s Estee Lauder EL Stock Holding History

InceptionR’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	$1.34M	Buy	+18,735	New	+$1.91M	0.32%	76
2025 Q4	–	Sell	-12,492	Closed	-$1.1M	–	678
2025 Q3	$1.1M	Buy	+12,492	New	+$1.11M	0.27%	111
2024 Q1	–	Sell	-2,310	Closed	-$338K	–	622
2023 Q4	$338K	Sell	2,310 -547	-19%	-$72.6K	0.24%	190
2023 Q3	$413K	Buy	+2,857	New	+$476K	0.23%	188
2023 Q2	–	Sell	-9,022	Closed	-$2.22M	–	473
2023 Q1	$2.22M	Buy	+9,022	New	+$2.29M	0.71%	13

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

InceptionR's EL Position: Q1 2026 in Review

InceptionR opened a new position in Estee Lauder (EL) in Q1 2026: 18,735 shares worth $1.34M. The stake represents 0.32% of the portfolio and ranks #76 among its holdings. This is a return to the name: InceptionR previously reported a position in EL as recently as Q3 2025.

InceptionR first reported a position in EL in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.22M in Q1 2023. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

InceptionR held 18,735 shares of Estee Lauder worth $1.34M as of Q1 2026.
Estee Lauder was a new InceptionR position in Q1 2026.
Estee Lauder made up 0.32% of InceptionR's portfolio in Q1 2026, its #76 holding.
InceptionR first reported a position in Estee Lauder in Q1 2023 and has held it in 5 quarters since.
InceptionR's Estee Lauder position peaked at $2.22M in Q1 2023.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.