Mount Yale Investment Advisors’s Estee Lauder EL Stock Holding History

Mount Yale Investment Advisors’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	$1.02M	Buy	+14,235	New	+$1.45M	0.02%	515
2025 Q3	–	Sell	-521	Closed	-$42.1K	–	929
2025 Q2	$42.1K	Buy	+521	New	+$33.5K	﹤0.01%	863
2023 Q3	–	Sell	-2,573	Closed	-$505K	–	502
2023 Q2	$505K	Buy	2,573 +1,160	+82%	+$246K	0.05%	303
2023 Q1	$348K	Buy	+1,413	New	+$359K	0.04%	350
2018 Q4	–	Sell	-289	Closed	-$41K	–	448
2018 Q3	$41K	Hold	289	–	–	0.01%	641
2018 Q2	$41K	Sell	289 -45	-13%	-$6.66K	0.01%	669
2018 Q1	$50K	Buy	+334	New	+$46.3K	0.01%	615

Other funds holding EL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Mount Yale Investment Advisors's EL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Estee Lauder (EL) in Q1 2026: 14,235 shares worth $1.02M. The stake represents 0.02% of the portfolio and ranks #515 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EL as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in EL in Q1 2018 and has held it in 7 quarters since. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Mount Yale Investment Advisors held 14,235 shares of Estee Lauder worth $1.02M as of Q1 2026.
Estee Lauder was a new Mount Yale Investment Advisors position in Q1 2026.
Estee Lauder made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #515 holding.
Mount Yale Investment Advisors first reported a position in Estee Lauder in Q1 2018 and has held it in 7 quarters since.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.