IFP
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Independent Franchise Partners’s Estee Lauder EL Stock Holding History

Independent Franchise Partners’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
Q2 		$390M Sell
4,941,737
-1,686,803
-25% -$136M 2.56% 17
2026
Q1 		$476M Sell
6,628,540
-1,208,709
-15% -$124M 3.33% 16
2025
Q4 		$821M Buy
7,837,249
+83,857
+1% +$8.14M 5.22% 5
2025
Q3 		$683M Sell
7,753,392
-138,645
-2% -$12.3M 4.5% 11
2025
Q2 		$638M Sell
7,892,037
-84,397
-1% -$5.43M 4.24% 12
2025
Q1 		$526M Buy
7,976,434
+118,276
+2% +$8.56M 3.75% 15
2024
Q4 		$589M Buy
7,858,158
+2,458,379
+46% +$194M 4.42% 14
2024
Q3 		$538M Buy
5,399,779
+1,933,731
+56% +$183M 4.75% 14
2024
Q2 		$369M Buy
3,466,048
+1,066,320
+44% +$140M 3.4% 16
2024
Q1 		$370M Sell
2,399,728
-58,385
-2% -$8.28M 3.06% 16
2023
Q4 		$359M Sell
2,458,113
-121,146
-5% -$16.1M 3.06% 17
2023
Q3 		$373M Buy
+2,579,259
New +$430M 3.23% 18

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Franchise Partners's EL Position: Q2 2026 in Review

Independent Franchise Partners reduced its Estee Lauder (EL) stake by 25% in Q2 2026, selling an estimated $136M and leaving 4,941,737 shares worth $390M. The position accounts for 2.56% of the portfolio, ranked #17.

Independent Franchise Partners first reported a position in EL in Q3 2023 and has held it in 12 quarters since. The position peaked at $821M in Q4 2025. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Independent Franchise Partners held 4,941,737 shares of Estee Lauder worth $390M as of Q2 2026.
  • Independent Franchise Partners sold 1,686,803 Estee Lauder shares in Q2 2026, an estimated $136M.
  • Estee Lauder made up 2.56% of Independent Franchise Partners's portfolio in Q2 2026, its #17 holding.
  • Independent Franchise Partners first reported a position in Estee Lauder in Q3 2023 and has held it in 12 quarters since.
  • Independent Franchise Partners's Estee Lauder position peaked at $821M in Q4 2025.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Independent Franchise Partners's 13F filing for Q2 2026, filed 13 Aug 2026.