Perigon Wealth Management
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Perigon Wealth Management’s Estee Lauder EL Stock Holding History

Perigon Wealth 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
Q3 		$245K Sell
2,642
-104
-4% -$9.47K ﹤0.01% 1264
2026
Q2 		$217K Buy
+2,746
New +$222K ﹤0.01% 1322
2026
Q1 		– Sell
-2,027
Closed -$212K – 1327
2025
Q4 		$212K Buy
+2,027
New +$197K ﹤0.01% 1218
2024
Q2 		– Sell
-2,133
Closed -$329K – 880
2024
Q1 		$329K Buy
2,133
+751
+54% +$107K 0.01% 660
2023
Q4 		$202K Buy
+1,382
New +$183K 0.01% 787
2023
Q3 		– Sell
-1,584
Closed -$311K – 793
2023
Q2 		$311K Buy
1,584
+13
+0.8% +$2.76K 0.01% 595
2023
Q1 		$387K Buy
1,571
+294
+23% +$74.7K 0.02% 457
2022
Q4 		$317K Buy
+1,277
New +$285K 0.02% 511
2022
Q3 		– Sell
-990
Closed -$252K – 582
2022
Q2 		$252K Buy
990
+35
+4% +$8.88K 0.02% 476
2022
Q1 		$260K Buy
955
+82
+9% +$24.7K 0.02% 514
2021
Q4 		$323K Buy
873
+50
+6% +$17K 0.02% 434
2021
Q3 		$247K Sell
823
-306
-27% -$100K 0.02% 460
2021
Q2 		$359K Buy
1,129
+142
+14% +$43.1K 0.03% 359
2021
Q1 		$287K Buy
987
+256
+35% +$70.1K 0.03% 402
2020
Q4 		$195K Buy
+731
New +$176K 0.02% 403
2018
Q3 		– Sell
-3,140
Closed -$448K – 250
2018
Q2 		$448K Buy
3,140
+3,044
+3,171% +$451K 0.13% 135
2018
Q1 		$14K Buy
96
+23
+32% +$3.18K 0.01% 478
2017
Q4 		$9K Sell
73
-3,544
-98% -$426K ﹤0.01% 495
2017
Q3 		$390K Sell
3,617
-16,633
-82% -$1.71M 0.13% 134
2017
Q2 		$1.94M Sell
20,250
-580
-3% -$53.2K 0.42% 67
2017
Q1 		$1.77M Buy
20,830
+631
+3% +$52.1K 0.37% 79
2016
Q4 		$1.68M Buy
20,199
+4,023
+25% +$327K 0.37% 84
2016
Q3 		$1.43M Buy
16,176
+919
+6% +$83.8K 0.37% 81
2016
Q2 		$1.39M Buy
15,257
+1,382
+10% +$129K 0.37% 81
2016
Q1 		$1.43M Hold
13,875
– – 0.45% 63
2015
Q4 		$1.22M Buy
+13,875
New +$1.18M 0.34% 85

Other funds holding EL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management's EL Position: Q3 2026 in Review

Perigon Wealth Management reduced its Estee Lauder (EL) stake by 3.8% in Q3 2026, selling an estimated $9.47K and leaving 2,642 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Perigon Wealth Management first reported a position in EL in Q4 2015 and has held it in 26 quarters since. The position peaked at $1.94M in Q2 2017. 183 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Perigon Wealth Management held 2,642 shares of Estee Lauder worth $245K as of Q3 2026.
  • Perigon Wealth Management sold 104 Estee Lauder shares in Q3 2026, an estimated $9.47K.
  • Estee Lauder made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1264 holding.
  • Perigon Wealth Management first reported a position in Estee Lauder in Q4 2015 and has held it in 26 quarters since.
  • Perigon Wealth Management's Estee Lauder position peaked at $1.94M in Q2 2017.
  • 183 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.