LT
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Legacy Trust’s Estee Lauder EL Stock Holding History

Legacy Trust’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 		$3.18M Buy
29,132
+304
+1% +$27.7K 0.53% 46
2026
Q2 		$2.28M Buy
28,828
+1,958
+7% +$158K 0.4% 55
2026
Q1 		$1.93M Buy
26,870
+2,425
+10% +$248K 0.37% 58
2025
Q4 		$2.56M Buy
+24,445
New +$2.37M 0.48% 50
2023
Q2 		– Sell
-834
Closed -$206K – 163
2023
Q1 		$206K Sell
834
-50
-6% -$12.7K 0.06% 155
2022
Q4 		$219K Buy
+884
New +$197K 0.07% 149

Other funds holding EL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

Legacy Trust's EL Position: Q3 2026 in Review

Legacy Trust increased its Estee Lauder (EL) stake by 1.1% in Q3 2026, buying an estimated $27.7K and bringing the position to 29,132 shares worth $3.18M. The position accounts for 0.53% of the portfolio, ranked #46.

Legacy Trust first reported a position in EL in Q4 2022 and has held it in 6 quarters since. 466 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Legacy Trust held 29,132 shares of Estee Lauder worth $3.18M as of Q3 2026.
  • Legacy Trust bought 304 Estee Lauder shares in Q3 2026, an estimated $27.7K.
  • Estee Lauder made up 0.53% of Legacy Trust's portfolio in Q3 2026, its #46 holding.
  • Legacy Trust first reported a position in Estee Lauder in Q4 2022 and has held it in 6 quarters since.
  • 466 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.