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 Q1	$3.07M	Buy	42,730 +17,381	+69%	+$1.78M	0.03%	352
2025 Q4	$2.65M	Hold	25,349	–	–	0.03%	369
2025 Q3	$2.23M	Hold	25,349	–	–	0.03%	417
2025 Q2	$2.05M	Buy	25,349 +1,509	+6%	+$97.1K	0.03%	436
2025 Q1	$1.57M	Buy	+23,840	New	+$1.72M	0.03%	492

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

IFP

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

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

OP Asset Management increased its Estee Lauder (EL) stake by 69% in Q1 2026, buying an estimated $1.78M and bringing the position to 42,730 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #352.

OP Asset Management first reported a position in EL in Q1 2025 and has held it in 5 quarters since. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

OP Asset Management held 42,730 shares of Estee Lauder worth $3.07M as of Q1 2026.
OP Asset Management bought 17,381 Estee Lauder shares in Q1 2026, an estimated $1.78M.
Estee Lauder made up 0.03% of OP Asset Management's portfolio in Q1 2026, its #352 holding.
OP Asset Management first reported a position in Estee Lauder in Q1 2025 and has held it in 5 quarters since.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.