Saranac Partners’s Estee Lauder EL Stock Holding History

Saranac 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	$1.23M	Buy	17,614 +11,588	+192%	+$1.18M	0.53%	36
2025 Q4	$631K	Sell	6,026 -1,106	-16%	-$107K	0.25%	48
2025 Q3	$628K	Buy	+7,132	New	+$635K	0.11%	116
2025 Q1	–	Sell	-5,963	Closed	-$447K	–	78
2024 Q4	$447K	Buy	+5,963	New	+$471K	0.25%	52
2024 Q3	–	Sell	-3,986	Closed	-$424K	–	29
2024 Q2	$424K	Buy	3,986 +302	+8%	+$39.6K	0.25%	48
2024 Q1	$568K	Sell	3,684 -1,338	-27%	-$190K	0.35%	40
2023 Q4	$734K	Sell	5,022 -21,177	-81%	-$2.81M	0.48%	37
2023 Q3	$3.79M	Buy	26,199 +1,607	+7%	+$268K	2.13%	23
2023 Q2	$4.83M	Buy	24,592 +7,038	+40%	+$1.49M	2.56%	22
2023 Q1	$4.33M	Buy	17,554 +11,408	+186%	+$2.9M	2.55%	21
2022 Q4	$1.52M	Buy	+6,146	New	+$1.37M	2.77%	22

Other funds holding EL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Saranac Partners's EL Position: Q1 2026 in Review

Saranac Partners increased its Estee Lauder (EL) stake by 192% in Q1 2026, buying an estimated $1.18M and bringing the position to 17,614 shares worth $1.23M. The position accounts for 0.53% of the portfolio, ranked #36.

Saranac Partners first reported a position in EL in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.83M in Q2 2023. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Saranac Partners held 17,614 shares of Estee Lauder worth $1.23M as of Q1 2026.
Saranac Partners bought 11,588 Estee Lauder shares in Q1 2026, an estimated $1.18M.
Estee Lauder made up 0.53% of Saranac Partners's portfolio in Q1 2026, its #36 holding.
Saranac Partners first reported a position in Estee Lauder in Q4 2022 and has held it in 11 quarters since.
Saranac Partners's Estee Lauder position peaked at $4.83M in Q2 2023.
833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.