Plato Investment Management’s Estee Lauder EL Stock Holding History

Plato Investment 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	$660K	Hold	9,194	–	–	0.04%	320
2025 Q4	$967K	Hold	9,194	–	–	0.06%	266
2025 Q3	$804K	Sell	9,194 -4,633	-34%	-$413K	0.05%	289
2025 Q2	$1.11M	Buy	13,827 +8,462	+158%	+$544K	0.08%	242
2025 Q1	$358K	Sell	5,365 -4,833	-47%	-$350K	0.03%	355
2024 Q4	$767K	Buy	10,198 +951	+10%	+$75.1K	0.06%	291
2024 Q3	$921K	Buy	9,247 +2,113	+30%	+$200K	0.07%	255
2024 Q2	$759K	Buy	7,134 +6,666	+1,424%	+$874K	0.07%	236
2024 Q1	$72.1K	Hold	468	–	–	0.01%	361
2023 Q4	$68.4K	Buy	+468	New	+$62.1K	0.08%	196

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

Plato Investment Management's EL Position: Q1 2026 in Review

Plato Investment Management held its Estee Lauder (EL) position steady in Q1 2026 at 9,194 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #320.

Plato Investment Management first reported a position in EL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Plato Investment Management held 9,194 shares of Estee Lauder worth $660K as of Q1 2026.
Plato Investment Management left its Estee Lauder share count unchanged in Q1 2026.
Estee Lauder made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #320 holding.
Plato Investment Management first reported a position in Estee Lauder in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Estee Lauder position peaked at $1.11M in Q2 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.