North Star Investment Management’s Estee Lauder EL Stock Holding History

North Star 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	–	Sell	-12	Closed	-$861	–	1769
2026 Q1	$861	Sell	12 -9	-43%	-$920	﹤0.01%	1512
2025 Q4	$2.2K	Buy	+21	New	+$2.04K	﹤0.01%	1315
2023 Q4	–	Sell	-8	Closed	-$1.16K	–	1227
2023 Q3	$1.16K	Hold	8	–	–	﹤0.01%	1121
2023 Q2	$1.57K	Sell	8 -102	-93%	-$21.6K	﹤0.01%	1096
2023 Q1	$27.1K	Buy	110 +102	+1,275%	+$25.9K	﹤0.01%	715
2022 Q4	$1.99K	Buy	+8	New	+$1.79K	﹤0.01%	1076
2020 Q2	–	Sell	-280	Closed	-$45K	–	988
2020 Q1	$45K	Sell	280 -140	-33%	-$27K	0.01%	502
2019 Q4	$87K	Hold	420	–	–	0.01%	453
2019 Q3	$84K	Buy	+420	New	+$80.3K	0.01%	451
2019 Q2	–	Sell	-170	Closed	-$28K	–	537
2019 Q1	$28K	Sell	170 -30	-15%	-$4.41K	﹤0.01%	661
2018 Q4	$26K	Hold	200	–	–	﹤0.01%	640
2018 Q3	$29K	Hold	200	–	–	﹤0.01%	667
2018 Q2	$29K	Buy	+200	New	+$29.6K	﹤0.01%	667

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

North Star Investment Management's EL Position: Q2 2026 in Review

North Star Investment Management sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 12 shares — an estimated $861 sold.

North Star Investment Management first reported a position in EL in Q2 2018 and held it in 13 quarters. The position peaked at $87K in Q4 2019. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

North Star Investment Management reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
North Star Investment Management sold 12 Estee Lauder shares in Q2 2026, an estimated $861.
North Star Investment Management first reported a position in Estee Lauder in Q2 2018 and held it in 13 quarters.
North Star Investment Management's Estee Lauder position peaked at $87K in Q4 2019.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.