Marshall Wace’s Estee Lauder EL Stock Holding History

Marshall Wace’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	–	Sell	-700	Closed	-$73.3K	–	3323
2025 Q4	$73.3K	Sell	700 -400	-36%	-$38.8K	﹤0.01%	2743
2025 Q3	$96.9K	Buy	+1,100	New	+$98K	﹤0.01%	2665
2023 Q2	–	Sell	-10,600	Closed	-$2.61M	–	2589
2023 Q1	$2.61M	Buy	10,600 +200	+2%	+$50.8K	0.01%	1309
2022 Q4	$2.58M	Buy	+10,400	New	+$2.32M	0.01%	1591

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

Marshall Wace's EL Position: Q1 2026 in Review

Marshall Wace sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,075,949 shares — an estimated $217M sold.

Marshall Wace first reported a position in EL in Q1 2014 and held it in 40 quarters. The position peaked at $306M in Q3 2024. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Marshall Wace reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 2,075,949 Estee Lauder shares in Q1 2026, an estimated $217M.
Marshall Wace first reported a position in Estee Lauder in Q1 2014 and held it in 40 quarters.
Marshall Wace's Estee Lauder position peaked at $306M in Q3 2024.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.