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Phoenix Financial’s Estee Lauder EL Stock Holding History

Phoenix Financial’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 		$492K Buy
+6,852
New +$700K ﹤0.01% 312
2023
Q4 		– Sell
-4,835
Closed -$691K – 357
2023
Q3 		$691K Sell
4,835
-3,100
-39% -$517K 0.01% 245
2023
Q2 		$1.54M Buy
+7,935
New +$1.68M 0.03% 185

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
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

Phoenix Financial's EL Position: Q1 2026 in Review

Phoenix Financial opened a new position in Estee Lauder (EL) in Q1 2026: 6,852 shares worth $492K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in EL as recently as Q3 2023.

Phoenix Financial first reported a position in EL in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.54M in Q2 2023. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Phoenix Financial held 6,852 shares of Estee Lauder worth $492K as of Q1 2026.
  • Estee Lauder was a new Phoenix Financial position in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #312 holding.
  • Phoenix Financial first reported a position in Estee Lauder in Q2 2023 and has held it in 3 quarters since.
  • Phoenix Financial's Estee Lauder position peaked at $1.54M in Q2 2023.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.