Mather Group’s Estee Lauder EL Stock Holding History

Mather Group’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	$402K	Buy	4,331 +3,013	+229%	+$274K	﹤0.01%	600
2026 Q2	$104K	Buy	1,318 +56	+4%	+$4.52K	﹤0.01%	934
2026 Q1	$90.6K	Buy	+1,262	New	+$129K	﹤0.01%	916
2025 Q4	–	Sell	-926	Closed	-$81.6K	–	930
2025 Q3	$81.6K	Buy	+926	New	+$82.5K	﹤0.01%	802
2025 Q2	–	Sell	-1,367	Closed	-$90.2K	–	929
2025 Q1	$90.2K	Buy	1,367 +1,115	+442%	+$80.7K	﹤0.01%	765
2024 Q4	$18.9K	Sell	252 -156	-38%	-$12.3K	﹤0.01%	1092
2024 Q3	$40.7K	Sell	408 -389	-49%	-$36.9K	﹤0.01%	919
2024 Q2	$123K	Sell	797 -407	-34%	-$53.4K	﹤0.01%	755
2024 Q1	$176K	Buy	+1,204	New	+$171K	﹤0.01%	553
2023 Q2	–	Sell	-897	Closed	-$221K	–	631
2023 Q1	$221K	Buy	+897	New	+$228K	﹤0.01%	470
2022 Q1	–	Sell	-621	Closed	-$230K	–	454
2021 Q4	$230K	Buy	+621	New	+$211K	﹤0.01%	353

Other funds holding EL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mather Group's EL Position: Q3 2026 in Review

Mather Group increased its Estee Lauder (EL) stake by 229% in Q3 2026, buying an estimated $274K and bringing the position to 4,331 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Mather Group first reported a position in EL in Q4 2021 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold EL as of Q3 2026.

Mather Group held 4,331 shares of Estee Lauder worth $402K as of Q3 2026.
Mather Group bought 3,013 Estee Lauder shares in Q3 2026, an estimated $274K.
Estee Lauder made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #600 holding.
Mather Group first reported a position in Estee Lauder in Q4 2021 and has held it in 11 quarters since.
183 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.