Merit Financial Group’s Estee Lauder EL Stock Holding History

Merit Financial 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	$411K	Buy	5,731 +1,051	+22%	+$107K	﹤0.01%	1484
2025 Q4	$490K	Sell	4,680 -626	-12%	-$60.7K	﹤0.01%	1318
2025 Q3	$468K	Buy	5,306 +197	+4%	+$17.5K	﹤0.01%	1222
2025 Q2	$413K	Buy	5,109 +1,988	+64%	+$128K	﹤0.01%	1186
2025 Q1	$206K	Buy	+3,121	New	+$226K	﹤0.01%	1287
2022 Q1	–	Sell	-830	Closed	-$307K	–	385
2021 Q4	$307K	Buy	830 +45	+6%	+$15.3K	0.03%	224
2021 Q3	$236K	Hold	785	–	–	0.02%	238
2021 Q2	$250K	Buy	+785	New	+$238K	0.02%	229

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

Merit Financial Group's EL Position: Q1 2026 in Review

Merit Financial Group increased its Estee Lauder (EL) stake by 22% in Q1 2026, buying an estimated $107K and bringing the position to 5,731 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Merit Financial Group first reported a position in EL in Q2 2021 and has held it in 8 quarters since. The position peaked at $490K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Merit Financial Group held 5,731 shares of Estee Lauder worth $411K as of Q1 2026.
Merit Financial Group bought 1,051 Estee Lauder shares in Q1 2026, an estimated $107K.
Estee Lauder made up ﹤0.01% of Merit Financial Group's portfolio in Q1 2026, its #1484 holding.
Merit Financial Group first reported a position in Estee Lauder in Q2 2021 and has held it in 8 quarters since.
Merit Financial Group's Estee Lauder position peaked at $490K in Q4 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.