Savant Capital
EL icon

Savant Capital’s Estee Lauder EL Stock Holding History

Savant Capital’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 		$462K Buy
4,976
+2,189
+79% +$199K ﹤0.01% 1603
2026
Q2 		$222K Buy
+2,787
New +$225K ﹤0.01% 1684
2025
Q1 		– Sell
-18,478
Closed -$1.39M – 1193
2024
Q4 		$1.39M Buy
+18,478
New +$1.46M 0.01% 550
2024
Q2 		– Sell
-1,759
Closed -$271K – 1285
2024
Q1 		$271K Buy
1,759
+279
+19% +$39.6K ﹤0.01% 933
2023
Q4 		$216K Buy
+1,480
New +$196K ﹤0.01% 799
2023
Q3 		– Sell
-1,374
Closed -$270K – 808
2023
Q2 		$270K Sell
1,374
-246
-15% -$52.2K ﹤0.01% 673
2023
Q1 		$399K Buy
1,620
+533
+49% +$135K 0.01% 520
2022
Q4 		$270K Sell
1,087
-374
-26% -$83.5K 0.01% 492
2022
Q3 		$315K Sell
1,461
-152
-9% -$38.8K 0.01% 415
2022
Q2 		$411K Buy
1,613
+657
+69% +$167K 0.01% 373
2022
Q1 		$261K Sell
956
-201
-17% -$60.5K 0.01% 483
2021
Q4 		$429K Buy
1,157
+228
+25% +$77.4K 0.01% 385
2021
Q3 		$279K Buy
929
+22
+2% +$7.19K 0.01% 438
2021
Q2 		$288K Buy
907
+25
+3% +$7.58K 0.01% 410
2021
Q1 		$257K Buy
882
+29
+3% +$7.94K 0.01% 396
2020
Q4 		$227K Buy
+853
New +$205K 0.01% 397
2016
Q2 		– Sell
-2,145
Closed -$202K – 255
2016
Q1 		$202K Sell
2,145
-797
-27% -$71K 0.06% 224
2015
Q4 		$259K Buy
+2,942
New +$251K 0.08% 186

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
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Savant Capital's EL Position: Q3 2026 in Review

Savant Capital increased its Estee Lauder (EL) stake by 79% in Q3 2026, buying an estimated $199K and bringing the position to 4,976 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Savant Capital first reported a position in EL in Q4 2015 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2024. 620 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Savant Capital held 4,976 shares of Estee Lauder worth $462K as of Q3 2026.
  • Savant Capital bought 2,189 Estee Lauder shares in Q3 2026, an estimated $199K.
  • Estee Lauder made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1603 holding.
  • Savant Capital first reported a position in Estee Lauder in Q4 2015 and has held it in 18 quarters since.
  • Savant Capital's Estee Lauder position peaked at $1.39M in Q4 2024.
  • 620 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.