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Root Financial Partners’s Estee Lauder EL Stock Holding History

Root Financial Partners’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 		$145K Sell
2,015
-636
-24% -$65K 0.01% 427
2025
Q4 		$278K Buy
2,651
+2,518
+1,893% +$244K 0.01% 240
2025
Q3 		$11.7K Buy
+133
New +$11.8K ﹤0.01% 1387

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

Root Financial Partners's EL Position: Q1 2026 in Review

Root Financial Partners reduced its Estee Lauder (EL) stake by 24% in Q1 2026, selling an estimated $65K and leaving 2,015 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #427.

Root Financial Partners first reported a position in EL in Q3 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Root Financial Partners held 2,015 shares of Estee Lauder worth $145K as of Q1 2026.
  • Root Financial Partners sold 636 Estee Lauder shares in Q1 2026, an estimated $65K.
  • Estee Lauder made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #427 holding.
  • Root Financial Partners first reported a position in Estee Lauder in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Estee Lauder position peaked at $278K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.