Morgan Stanley
EL icon

Morgan Stanley’s Estee Lauder EL Stock Holding History

Morgan Stanley’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 		$224M Sell
3,116,149
-444,471
-12% -$45.4M 0.01% 890
2025
Q4 		$373M Sell
3,560,620
-965,116
-21% -$93.7M 0.02% 641
2025
Q3 		$399M Sell
4,525,736
-1,204,213
-21% -$107M 0.02% 606
2025
Q2 		$463M Buy
5,729,949
+1,551,372
+37% +$99.8M 0.03% 531
2025
Q1 		$276M Sell
4,178,577
-177,757
-4% -$12.9M 0.02% 695
2024
Q4 		$327M Sell
4,356,334
-45,332
-1% -$3.58M 0.02% 628
2024
Q3 		$439M Sell
4,401,666
-881,836
-17% -$83.6M 0.03% 523
2024
Q2 		$562M Buy
5,283,502
+1,164,879
+28% +$153M 0.04% 398
2024
Q1 		$635M Sell
4,118,623
-4,111,529
-50% -$583M 0.05% 345
2023
Q4 		$1.2B Buy
8,230,152
+3,746,693
+84% +$497M 0.05% 330
2023
Q3 		$648M Buy
4,483,459
+254,198
+6% +$42.4M 0.07% 276
2023
Q2 		$831M Sell
4,229,261
-449,569
-10% -$95.4M 0.08% 231
2023
Q1 		$1.15B Sell
4,678,830
-2,330,439
-33% -$592M 0.12% 160
2022
Q4 		$1.74B Buy
7,009,269
+1,167,553
+20% +$261M 0.2% 101
2022
Q3 		$1.26B Sell
5,841,716
-112,789
-2% -$28.8M 0.17% 120
2022
Q2 		$1.52B Buy
5,954,505
+864,947
+17% +$219M 0.2% 105
2022
Q1 		$1.39B Buy
5,089,558
+654,600
+15% +$197M 0.19% 122
2021
Q4 		$1.64B Buy
4,434,958
+287,199
+7% +$97.5M 0.2% 113
2021
Q3 		$1.24B Buy
4,147,759
+369,154
+10% +$121M 0.17% 140
2021
Q2 		$1.2B Buy
3,778,605
+1,895,658
+101% +$575M 0.16% 144
2021
Q1 		$548M Sell
1,882,947
-27,912
-1% -$7.64M 0.08% 227
2020
Q4 		$509M Buy
1,910,859
+56,762
+3% +$13.7M 0.08% 226
2020
Q3 		$405M Sell
1,854,097
-332,819
-15% -$68.5M 0.08% 222
2020
Q2 		$413M Sell
2,186,916
-868,590
-28% -$155M 0.09% 201
2020
Q1 		$487M Sell
3,055,506
-96,447
-3% -$18.6M 0.13% 152
2019
Q4 		$651M Sell
3,151,953
-466,418
-13% -$90.6M 0.15% 140
2019
Q3 		$720M Sell
3,618,371
-132,623
-4% -$25.4M 0.19% 116
2019
Q2 		$687M Buy
3,750,994
+1,919,751
+105% +$328M 0.18% 123
2019
Q1 		$303M Sell
1,831,243
-269,832
-13% -$39.6M 0.09% 245
2018
Q4 		$273M Buy
2,101,075
+332,189
+19% +$45.1M 0.08% 249
2018
Q3 		$257M Buy
1,768,886
+427,074
+32% +$59.3M 0.06% 298
2018
Q2 		$191M Buy
1,341,812
+21,595
+2% +$3.2M 0.05% 352
2018
Q1 		$198M Sell
1,320,217
-629,086
-32% -$87.1M 0.05% 334
2017
Q4 		$248M Sell
1,949,303
-836,525
-30% -$100M 0.07% 297
2017
Q3 		$300M Sell
2,785,828
-268,350
-9% -$27.5M 0.09% 238
2017
Q2 		$293M Buy
3,054,178
+112,136
+4% +$10.3M 0.09% 252
2017
Q1 		$249M Buy
2,942,042
+315,867
+12% +$26.1M 0.08% 272
2016
Q4 		$201M Sell
2,626,175
-466,841
-15% -$38M 0.07% 311
2016
Q3 		$274M Sell
3,093,016
-580,360
-16% -$52.9M 0.09% 245
2016
Q2 		$334M Sell
3,673,376
-357,405
-9% -$33.4M 0.12% 188
2016
Q1 		$380M Sell
4,030,781
-145,312
-3% -$13M 0.15% 161
2015
Q4 		$368M Buy
4,176,093
+564,695
+16% +$48.1M 0.13% 172
2015
Q3 		$291M Buy
3,611,398
+820,375
+29% +$68.7M 0.11% 209
2015
Q2 		$242M Buy
2,791,023
+331,517
+13% +$28.6M 0.08% 270
2015
Q1 		$205M Buy
2,459,506
+107,946
+5% +$8.5M 0.08% 293
2014
Q4 		$179M Sell
2,351,560
-199,217
-8% -$14.7M 0.07% 318
2014
Q3 		$191M Buy
2,550,777
+573,617
+29% +$43.2M 0.07% 297
2014
Q2 		$147M Sell
1,977,160
-164,179
-8% -$12.1M 0.06% 373
2014
Q1 		$143M Buy
2,141,339
+259,310
+14% +$18M 0.06% 358
2013
Q4 		$142M Buy
1,882,029
+761,479
+68% +$55.1M 0.06% 351
2013
Q3 		$78.3M Sell
1,120,550
-79,384
-7% -$5.38M 0.04% 493
2013
Q2 		$78.9M Buy
+1,199,934
New +$81.9M 0.04% 467

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
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

Morgan Stanley's EL Position: Q1 2026 in Review

Morgan Stanley reduced its Estee Lauder (EL) stake by 12% in Q1 2026, selling an estimated $45.4M and leaving 3,116,149 shares worth $224M. The position accounts for 0.01% of the portfolio, ranked #890.

Morgan Stanley first reported a position in EL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.74B in Q4 2022. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Morgan Stanley held 3,116,149 shares of Estee Lauder worth $224M as of Q1 2026.
  • Morgan Stanley sold 444,471 Estee Lauder shares in Q1 2026, an estimated $45.4M.
  • Estee Lauder made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #890 holding.
  • Morgan Stanley first reported a position in Estee Lauder in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Estee Lauder position peaked at $1.74B in Q4 2022.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.