Krilogy Financial’s Estee Lauder EL Stock Holding History

Krilogy 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	$320K	Buy	4,245 +670	+19%	+$68.5K	0.01%	714
2025 Q4	$416K	Buy	+3,575	New	+$347K	0.01%	624
2020 Q2	–	Sell	-3,538	Closed	-$564K	–	226
2020 Q1	$564K	Sell	3,538 -12,591	-78%	-$2.43M	0.11%	111
2019 Q4	$3.33M	Buy	16,129 +152	+1%	+$29.5K	0.55%	34
2019 Q3	$3.18M	Buy	15,977 +1,190	+8%	+$228K	0.57%	32
2019 Q2	$2.71M	Buy	14,787 +1,991	+16%	+$340K	0.52%	48
2019 Q1	$2.12M	Buy	+12,796	New	+$1.88M	0.45%	48
2017 Q4	–	Sell	-164	Closed	-$18K	–	785
2017 Q3	$18K	Sell	164 -18	-10%	-$1.85K	﹤0.01%	487
2017 Q2	$17K	Sell	182 -39	-18%	-$3.58K	﹤0.01%	458
2017 Q1	$17K	Hold	221	–	–	0.01%	442
2016 Q4	$17K	Buy	221 +39	+21%	+$3.17K	0.01%	442
2016 Q3	$16K	Hold	182	–	–	0.01%	463
2016 Q2	$17K	Hold	182	–	–	0.01%	460
2016 Q1	$17K	Buy	+182	New	+$16.2K	0.01%	410

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

Krilogy Financial's EL Position: Q1 2026 in Review

Krilogy Financial increased its Estee Lauder (EL) stake by 19% in Q1 2026, buying an estimated $68.5K and bringing the position to 4,245 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #714.

Krilogy Financial first reported a position in EL in Q1 2016 and has held it in 14 quarters since. The position peaked at $3.33M in Q4 2019. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Krilogy Financial held 4,245 shares of Estee Lauder worth $320K as of Q1 2026.
Krilogy Financial bought 670 Estee Lauder shares in Q1 2026, an estimated $68.5K.
Estee Lauder made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #714 holding.
Krilogy Financial first reported a position in Estee Lauder in Q1 2016 and has held it in 14 quarters since.
Krilogy Financial's Estee Lauder position peaked at $3.33M in Q4 2019.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.