Sage Mountain Advisors’s Estee Lauder EL Stock Holding History

Sage Mountain Advisors’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	-2,165	Closed	-$227K	–	381
2025 Q4	$227K	Buy	+2,165	New	+$210K	0.01%	454
2023 Q3	–	Sell	-1,155	Closed	-$227K	–	367
2023 Q2	$227K	Buy	1,155 +113	+11%	+$24K	0.03%	224
2023 Q1	$257K	Buy	+1,042	New	+$265K	0.04%	192

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

Sage Mountain Advisors's EL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,165 shares — an estimated $227K sold.

Sage Mountain Advisors first reported a position in EL in Q1 2023 and held it in 3 quarters. The position peaked at $257K in Q1 2023. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Sage Mountain Advisors reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 2,165 Estee Lauder shares in Q1 2026, an estimated $227K.
Sage Mountain Advisors first reported a position in Estee Lauder in Q1 2023 and held it in 3 quarters.
Sage Mountain Advisors's Estee Lauder position peaked at $257K in Q1 2023.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.