Kozak & Associates
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Kozak & Associates’s Estee Lauder EL Stock Holding History

Kozak & Associates’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
Q3 		$40K Buy
366
+1
+0.3% +$91 0.01% 149
2026
Q2 		$30.1K Buy
+365
New +$29.5K 0.01% 177

Other funds holding EL

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Bank of New York Mellon
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Kozak & Associates's EL Position: Q3 2026 in Review

Kozak & Associates increased its Estee Lauder (EL) stake by 0.27% in Q3 2026, buying an estimated $91 and bringing the position to 366 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #149.

Kozak & Associates first reported a position in EL in Q2 2026 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Kozak & Associates held 366 shares of Estee Lauder worth $40K as of Q3 2026.
  • Kozak & Associates bought 1 Estee Lauder share in Q3 2026, an estimated $91.
  • Estee Lauder made up 0.01% of Kozak & Associates's portfolio in Q3 2026, its #149 holding.
  • Kozak & Associates first reported a position in Estee Lauder in Q2 2026 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.