Root Financial Partners
EL icon

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
Q3 		$104K Buy
+1,122
New +$102K ﹤0.01% 719
2026
Q2 		– Sell
-2,015
Closed -$145K – 1222
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Root Financial Partners's EL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Estee Lauder (EL) in Q3 2026: 1,122 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EL as recently as Q1 2026.

Root Financial Partners first reported a position in EL in Q3 2025 and has held it in 4 quarters since. The position peaked at $278K in Q4 2025. 611 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Root Financial Partners held 1,122 shares of Estee Lauder worth $104K as of Q3 2026.
  • Estee Lauder was a new Root Financial Partners position in Q3 2026.
  • Estee Lauder made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #719 holding.
  • Root Financial Partners first reported a position in Estee Lauder in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Estee Lauder position peaked at $278K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.