Personal CFO Solutions’s Estee Lauder EL Stock Holding History

Personal CFO Solutions’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	$227K	Sell	3,164 -381	-11%	-$38.9K	0.03%	467
2025 Q4	$371K	Sell	3,545 -115	-3%	-$11.2K	0.06%	298
2025 Q3	$323K	Buy	3,660 +122	+3%	+$10.9K	0.06%	323
2025 Q2	$286K	Buy	3,538 +112	+3%	+$7.21K	0.05%	345
2025 Q1	$226K	Buy	3,426 +498	+17%	+$36K	0.05%	392
2024 Q4	$220K	Buy	2,928 +28	+1%	+$2.21K	0.04%	419
2024 Q3	$289K	Buy	2,900 +227	+8%	+$21.5K	0.04%	432
2024 Q2	$284K	Sell	2,673 -75	-3%	-$9.84K	0.04%	407
2024 Q1	$424K	Buy	+2,748	New	+$390K	0.07%	296
2019 Q4	–	Sell	-1,477	Closed	-$294K	–	354
2019 Q3	$294K	Buy	+1,477	New	+$282K	0.12%	205

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

Personal CFO Solutions's EL Position: Q1 2026 in Review

Personal CFO Solutions reduced its Estee Lauder (EL) stake by 11% in Q1 2026, selling an estimated $38.9K and leaving 3,164 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #467.

Personal CFO Solutions first reported a position in EL in Q3 2019 and has held it in 10 quarters since. The position peaked at $424K in Q1 2024. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Personal CFO Solutions held 3,164 shares of Estee Lauder worth $227K as of Q1 2026.
Personal CFO Solutions sold 381 Estee Lauder shares in Q1 2026, an estimated $38.9K.
Estee Lauder made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #467 holding.
Personal CFO Solutions first reported a position in Estee Lauder in Q3 2019 and has held it in 10 quarters since.
Personal CFO Solutions's Estee Lauder position peaked at $424K in Q1 2024.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.