IRON Financial’s Estee Lauder EL Stock Holding History

IRON Financial’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	-2,485	Closed	-$260K	–	152
2025 Q4	$260K	Hold	2,485	–	–	0.12%	104
2025 Q3	$219K	Sell	2,485 -3,123	-56%	-$278K	0.1%	123
2025 Q2	$453K	Buy	5,608 +1	+0%	+$64	0.23%	73
2025 Q1	$370K	Buy	+5,607	New	+$406K	0.21%	68
2022 Q1	–	Sell	-678	Closed	-$251K	–	117
2021 Q4	$251K	Sell	678 -3	-0.4%	-$1.02K	0.11%	95
2021 Q3	$204K	Sell	681 -393	-37%	-$128K	0.1%	107
2021 Q2	$342K	Buy	1,074 +187	+21%	+$56.7K	0.16%	69
2021 Q1	$258K	Buy	+887	New	+$243K	0.14%	83

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

IRON Financial's EL Position: Q1 2026 in Review

IRON Financial sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,485 shares — an estimated $260K sold.

IRON Financial first reported a position in EL in Q1 2021 and held it in 8 quarters. The position peaked at $453K in Q2 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

IRON Financial reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
IRON Financial sold 2,485 Estee Lauder shares in Q1 2026, an estimated $260K.
IRON Financial first reported a position in Estee Lauder in Q1 2021 and held it in 8 quarters.
IRON Financial's Estee Lauder position peaked at $453K in Q2 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.