Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Estee Lauder EL Stock Holding History

Kovitz Investment Group 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 		$4.41M Sell
55,869
-1,868
-3% -$151K 0.1% 143
2026
Q1 		$4.14M Buy
57,737
+20,243
+54% +$2.07M 0.1% 150
2025
Q4 		$3.93M Buy
37,494
+2,913
+8% +$283K 0.09% 158
2025
Q3 		$3.05M Sell
34,581
-10,013
-22% -$892K 0.01% 551
2025
Q2 		$3.6M Buy
44,594
+14,361
+48% +$924K 0.02% 504
2025
Q1 		$2M Buy
30,233
+10,263
+51% +$742K 0.01% 584
2024
Q4 		$1.5M Buy
19,970
+7,638
+62% +$603K 0.01% 628
2024
Q3 		$1.03M Buy
+12,332
New +$1.17M 0.01% 620
2023
Q3 		– Sell
-8,110
Closed -$1.59M – 398
2023
Q2 		$1.59M Sell
8,110
-5,221
-39% -$1.11M 0.02% 259
2023
Q1 		$3.29M Sell
13,331
-4,588
-26% -$1.17M 0.06% 198
2022
Q4 		$4.45M Buy
17,919
+2,854
+19% +$637K 0.09% 170
2022
Q3 		$3.25M Buy
15,065
+1,657
+12% +$423K 0.08% 188
2022
Q2 		$3.42M Buy
+13,408
New +$3.4M 0.08% 194

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

Kovitz Investment Group Partners's EL Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Estee Lauder (EL) stake by 3.2% in Q2 2026, selling an estimated $151K and leaving 55,869 shares worth $4.41M. The position accounts for 0.1% of the portfolio, ranked #143.

Kovitz Investment Group Partners first reported a position in EL in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.45M in Q4 2022. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Kovitz Investment Group Partners held 55,869 shares of Estee Lauder worth $4.41M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,868 Estee Lauder shares in Q2 2026, an estimated $151K.
  • Estee Lauder made up 0.1% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #143 holding.
  • Kovitz Investment Group Partners first reported a position in Estee Lauder in Q2 2022 and has held it in 13 quarters since.
  • Kovitz Investment Group Partners's Estee Lauder position peaked at $4.45M in Q4 2022.
  • 827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.