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Morse Asset Management’s Estee Lauder EL Stock Holding History

Morse Asset 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
Q1 		$1.44K Buy
+20
New +$2.04K ﹤0.01% 370
2024
Q4 		– Sell
-25
Closed -$2.49K – 351
2024
Q3 		$2.49K Sell
25
-4,555
-99% -$432K ﹤0.01% 303
2024
Q2 		$487K Sell
4,580
-4,220
-48% -$554K 0.12% 115
2024
Q1 		$1.36M Sell
8,800
-925
-10% -$131K 0.35% 68
2023
Q4 		$1.42M Buy
9,725
+6,660
+217% +$884K 0.42% 63
2023
Q3 		$443K Sell
3,065
-9,742
-76% -$1.62M 0.14% 111
2023
Q2 		$2.52M Sell
12,807
-2,558
-17% -$543K 0.76% 43
2023
Q1 		$3.79M Buy
15,365
+519
+3% +$132K 1.28% 27
2022
Q4 		$3.68M Buy
14,846
+6,156
+71% +$1.37M 1.34% 20
2022
Q3 		$1.88M Buy
8,690
+140
+2% +$35.7K 0.71% 46
2022
Q2 		$2.18M Sell
8,550
-496
-5% -$126K 0.7% 50
2022
Q1 		$2.46M Sell
9,046
-6,264
-41% -$1.88M 0.61% 49
2021
Q4 		$5.67M Buy
15,310
+2,080
+16% +$706K 1.27% 22
2021
Q3 		$3.97M Buy
13,230
+105
+0.8% +$34.3K 0.94% 28
2021
Q2 		$4.17M Sell
13,125
-265
-2% -$80.3K 1.01% 24
2021
Q1 		$3.89M Buy
13,390
+785
+6% +$215K 1% 29
2020
Q4 		$3.35M Buy
12,605
+1,000
+9% +$241K 0.93% 31
2020
Q3 		$2.53M Buy
11,605
+1,155
+11% +$238K 0.81% 35
2020
Q2 		$1.97M Buy
10,450
+310
+3% +$55.4K 0.7% 41
2020
Q1 		$1.62M Sell
10,140
-240
-2% -$46.3K 0.77% 37
2019
Q4 		$2.14M Buy
10,380
+180
+2% +$35K 0.74% 42
2019
Q3 		$2.03M Sell
10,200
-2,000
-16% -$382K 0.76% 38
2019
Q2 		$2.23M Hold
12,200
– – 0.66% 44
2019
Q1 		$2.02M Hold
12,200
– – 0.61% 51
2018
Q4 		$1.59M Sell
12,200
-1,000
-8% -$136K 0.56% 50
2018
Q3 		$1.92M Buy
13,200
+100
+0.8% +$13.9K 0.51% 59
2018
Q2 		$1.87M Hold
13,100
– – 0.51% 55
2018
Q1 		$1.96M Sell
13,100
-900
-6% -$125K 0.54% 55
2017
Q4 		$1.78M Sell
14,000
-2,225
-14% -$267K 0.5% 59
2017
Q3 		$1.75M Buy
+16,225
New +$1.67M 0.52% 60

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

Morse Asset Management's EL Position: Q1 2026 in Review

Morse Asset Management opened a new position in Estee Lauder (EL) in Q1 2026: 20 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Morse Asset Management previously reported a position in EL as recently as Q3 2024.

Morse Asset Management first reported a position in EL in Q3 2017 and has held it in 30 quarters since. The position peaked at $5.67M in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Morse Asset Management held 20 shares of Estee Lauder worth $1.44K as of Q1 2026.
  • Estee Lauder was a new Morse Asset Management position in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #370 holding.
  • Morse Asset Management first reported a position in Estee Lauder in Q3 2017 and has held it in 30 quarters since.
  • Morse Asset Management's Estee Lauder position peaked at $5.67M in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.