Insigneo Advisory Services’s Estee Lauder EL Stock Holding History

Insigneo Advisory Services’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	-2,521	Closed	-$264K	–	774
2025 Q4	$264K	Sell	2,521 -1,243	-33%	-$121K	0.02%	556
2025 Q3	$332K	Sell	3,764 -2,055	-35%	-$183K	0.02%	484
2025 Q2	$470K	Buy	5,819 +479	+9%	+$30.8K	0.04%	356
2025 Q1	$352K	Buy	5,340 +2,186	+69%	+$158K	0.04%	380
2024 Q4	$236K	Buy	+3,154	New	+$249K	0.02%	477
2024 Q2	–	Sell	-4,066	Closed	-$627K	–	609
2024 Q1	$627K	Buy	4,066 +785	+24%	+$111K	0.07%	225
2023 Q4	$480K	Buy	3,281 +1,748	+114%	+$232K	0.07%	247
2023 Q3	$222K	Buy	1,533 +115	+8%	+$19.2K	0.05%	348
2023 Q2	$278K	Buy	1,418 +271	+24%	+$57.5K	0.05%	294
2023 Q1	$283K	Sell	1,147 -62	-5%	-$15.8K	0.09%	213
2022 Q4	$300K	Buy	+1,209	New	+$270K	0.11%	188

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

Insigneo Advisory Services's EL Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,521 shares — an estimated $264K sold.

Insigneo Advisory Services first reported a position in EL in Q4 2022 and held it in 11 quarters. The position peaked at $627K in Q1 2024. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Insigneo Advisory Services reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 2,521 Estee Lauder shares in Q1 2026, an estimated $264K.
Insigneo Advisory Services first reported a position in Estee Lauder in Q4 2022 and held it in 11 quarters.
Insigneo Advisory Services's Estee Lauder position peaked at $627K in Q1 2024.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.