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 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

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

Mather Group's EL Position: Q1 2026 in Review

Mather Group opened a new position in Estee Lauder (EL) in Q1 2026: 1,262 shares worth $90.6K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Mather Group previously reported a position in EL as recently as Q3 2025.

Mather Group first reported a position in EL in Q4 2021 and has held it in 9 quarters since. The position peaked at $230K in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Mather Group held 1,262 shares of Estee Lauder worth $90.6K as of Q1 2026.
Estee Lauder was a new Mather Group position in Q1 2026.
Estee Lauder made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #916 holding.
Mather Group first reported a position in Estee Lauder in Q4 2021 and has held it in 9 quarters since.
Mather Group's Estee Lauder position peaked at $230K in Q4 2021.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.