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Mark Sheptoff Financial Planning’s Estee Lauder EL Stock Holding History

Mark Sheptoff Financial Planning’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 		$89.5K Hold
1,080
– – 0.05% 145
2025
Q4 		$113K Sell
1,080
-100
-8% -$9.7K 0.05% 135
2025
Q3 		$104K Hold
1,180
– – 0.05% 134
2025
Q2 		$95.3K Hold
1,180
– – 0.05% 133
2025
Q1 		$77.9K Sell
1,180
-200
-14% -$14.5K 0.04% 136
2024
Q4 		$103K Hold
1,380
– – 0.06% 118
2024
Q3 		$138K Hold
1,380
– – 0.07% 108
2024
Q2 		$147K Hold
1,380
– – 0.08% 108
2024
Q1 		$213K Hold
1,380
– – 0.12% 91
2023
Q4 		$202K Sell
1,380
-400
-22% -$53.1K 0.12% 90
2023
Q3 		$257K Sell
1,780
-100
-5% -$16.7K 0.17% 72
2023
Q2 		$369K Hold
1,880
– – 0.21% 64
2023
Q1 		$463K Hold
1,880
– – 0.27% 59
2022
Q4 		$466K Hold
1,880
– – 0.27% 57
2022
Q3 		$406K Hold
1,880
– – 0.25% 60
2022
Q2 		$479K Sell
1,880
-400
-18% -$101K 0.28% 60
2022
Q1 		$621K Sell
2,280
-100
-4% -$30.1K 0.31% 57
2021
Q4 		$881K Hold
2,380
– – 0.42% 46
2021
Q3 		$714K Buy
2,380
+200
+9% +$65.3K 0.39% 48
2021
Q2 		$693K Hold
2,180
– – 0.37% 48
2021
Q1 		$634K Hold
2,180
– – 0.36% 53
2020
Q4 		$580K Hold
2,180
– – 0.33% 56
2020
Q3 		$476K Sell
2,180
-50
-2% -$10.3K 0.29% 54
2020
Q2 		$421K Hold
2,230
– – 0.27% 57
2020
Q1 		$355K Sell
2,230
-751
-25% -$145K 0.27% 57
2019
Q4 		$616K Buy
2,981
+250
+9% +$48.6K 0.39% 48
2019
Q3 		$543K Sell
2,731
-549
-17% -$105K 0.37% 50
2019
Q2 		$601K Buy
3,280
+700
+27% +$120K 0.41% 47
2019
Q1 		$427K Buy
2,580
+200
+8% +$29.4K 0.31% 62
2018
Q4 		$310K Sell
2,380
-1,200
-34% -$163K 0.26% 64
2018
Q3 		$520K Buy
3,580
+1,200
+50% +$167K 0.36% 60
2018
Q2 		$340K Hold
2,380
– – 0.25% 77
2018
Q1 		$356K Hold
2,380
– – 0.25% 79
2017
Q4 		$303K Hold
2,380
– – 0.2% 90
2017
Q3 		$257K Hold
2,380
– – 0.17% 101
2017
Q2 		$228K Sell
2,380
-1
-0% -$92 0.16% 105
2017
Q1 		$202K Buy
2,381
+1
+0% +$83 0.14% 104
2016
Q4 		$182K Hold
2,380
– – 0.14% 105
2016
Q3 		$211K Sell
2,380
-147
-6% -$13.4K 0.16% 98
2016
Q2 		$230K Hold
2,527
– – 0.17% 84
2016
Q1 		$238K Hold
2,527
– – 0.19% 80
2015
Q4 		$223K Hold
2,527
– – 0.18% 87
2015
Q3 		$204K Buy
2,527
+147
+6% +$12.3K 0.18% 91
2015
Q2 		$206K Hold
2,380
– – 0.17% 98
2015
Q1 		$198K Hold
2,380
– – 0.17% 99
2014
Q4 		$181K Hold
2,380
– – 0.16% 97
2014
Q3 		$178K Hold
2,380
– – 0.16% 108
2014
Q2 		$177K Hold
2,380
– – 0.15% 105
2014
Q1 		$159K Buy
+2,380
New +$165K 0.14% 110

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
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

Mark Sheptoff Financial Planning's EL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Estee Lauder (EL) position steady in Q1 2026 at 1,080 shares worth $89.5K. The position accounts for 0.05% of the portfolio, ranked #145.

Mark Sheptoff Financial Planning first reported a position in EL in Q1 2014 and has held it in 49 quarters since. The position peaked at $881K in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,080 shares of Estee Lauder worth $89.5K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Estee Lauder share count unchanged in Q1 2026.
  • Estee Lauder made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #145 holding.
  • Mark Sheptoff Financial Planning first reported a position in Estee Lauder in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Estee Lauder position peaked at $881K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.