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Morningstar Investment Management’s Estee Lauder EL Stock Holding History

Morningstar Investment Management’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
Q2 		$3.01M Hold
41,885
– – 0.19% 136
2026
Q1 		$3.01M Buy
41,885
+5,074
+14% +$518K 0.19% 134
2025
Q4 		$3.85M Sell
36,811
-61,936
-63% -$6.01M 0.23% 102
2025
Q3 		$8.7M Buy
+98,747
New +$8.79M 0.32% 75

Other funds holding EL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Morningstar Investment Management's EL Position: Q2 2026 in Review

Morningstar Investment Management held its Estee Lauder (EL) position steady in Q2 2026 at 41,885 shares worth $3.01M. The position accounts for 0.19% of the portfolio, ranked #136.

Morningstar Investment Management first reported a position in EL in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.7M in Q3 2025. 252 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Morningstar Investment Management held 41,885 shares of Estee Lauder worth $3.01M as of Q2 2026.
  • Morningstar Investment Management left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up 0.19% of Morningstar Investment Management's portfolio in Q2 2026, its #136 holding.
  • Morningstar Investment Management first reported a position in Estee Lauder in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Estee Lauder position peaked at $8.7M in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.