OP Asset Management’s Estee Lauder EL Stock Holding History

OP 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 Q2	$2.18M	Sell	27,672 -15,058	-35%	-$1.22M	0.02%	444
2026 Q1	$3.07M	Buy	42,730 +17,381	+69%	+$1.78M	0.03%	359
2025 Q4	$2.65M	Hold	25,349	–	–	0.03%	363
2025 Q3	$2.23M	Hold	25,349	–	–	0.03%	406
2025 Q2	$2.05M	Buy	25,349 +1,509	+6%	+$97.1K	0.03%	419
2025 Q1	$1.57M	Buy	+23,840	New	+$1.72M	0.03%	477

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

OP Asset Management's EL Position: Q2 2026 in Review

OP Asset Management reduced its Estee Lauder (EL) stake by 35% in Q2 2026, selling an estimated $1.22M and leaving 27,672 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #444.

OP Asset Management first reported a position in EL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.07M in Q1 2026. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

OP Asset Management held 27,672 shares of Estee Lauder worth $2.18M as of Q2 2026.
OP Asset Management sold 15,058 Estee Lauder shares in Q2 2026, an estimated $1.22M.
Estee Lauder made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #444 holding.
OP Asset Management first reported a position in Estee Lauder in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Estee Lauder position peaked at $3.07M in Q1 2026.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.