Midwest Trust’s Estee Lauder EL Stock Holding History

Midwest Trust’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	-2,341	Closed	-$245K	–	599
2025 Q4	$245K	Buy	+2,341	New	+$227K	﹤0.01%	545

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

Midwest Trust's EL Position: Q1 2026 in Review

Midwest Trust sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,341 shares — an estimated $245K sold.

Midwest Trust first reported a position in EL in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Midwest Trust reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Midwest Trust sold 2,341 Estee Lauder shares in Q1 2026, an estimated $245K.
Midwest Trust first reported a position in Estee Lauder in Q4 2025 and held it in 1 quarter.
Midwest Trust's Estee Lauder position peaked at $245K in Q4 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.