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Robertson Stephens Wealth Management’s Estee Lauder EL Stock Holding History

Robertson Stephens 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
Q1 		– Sell
-2,186
Closed -$229K – 630
2025
Q4 		$229K Buy
+2,186
New +$212K 0.01% 575
2024
Q2 		– Sell
-1,398
Closed -$216K – 505
2024
Q1 		$216K Sell
1,398
-9
-0.6% -$1.28K 0.01% 473
2023
Q4 		$206K Sell
1,407
-8
-0.6% -$1.06K 0.01% 430
2023
Q3 		$205K Buy
1,415
+8
+0.6% +$1.33K 0.01% 431
2023
Q2 		$276K Sell
1,407
-36
-2% -$7.64K 0.02% 365
2023
Q1 		$356K Buy
1,443
+39
+3% +$9.91K 0.03% 341
2022
Q4 		$348K Sell
1,404
-19
-1% -$4.24K 0.03% 309
2022
Q3 		$307K Buy
1,423
+3
+0.2% +$766 0.03% 277
2022
Q2 		$361K Sell
1,420
-149
-9% -$37.8K 0.03% 278
2022
Q1 		$427K Buy
1,569
+39
+3% +$11.7K 0.04% 266
2021
Q4 		$566K Sell
1,530
-164
-10% -$55.7K 0.05% 248
2021
Q3 		$508K Buy
1,694
+156
+10% +$51K 0.06% 205
2021
Q2 		$489K Sell
1,538
-18
-1% -$5.46K 0.06% 210
2021
Q1 		$452K Buy
+1,556
New +$426K 0.07% 186

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

Robertson Stephens Wealth Management's EL Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,186 shares — an estimated $229K sold.

Robertson Stephens Wealth Management first reported a position in EL in Q1 2021 and held it in 14 quarters. The position peaked at $566K in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,186 Estee Lauder shares in Q1 2026, an estimated $229K.
  • Robertson Stephens Wealth Management first reported a position in Estee Lauder in Q1 2021 and held it in 14 quarters.
  • Robertson Stephens Wealth Management's Estee Lauder position peaked at $566K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.