Select Equity Group’s Estee Lauder EL Stock Holding History

Select Equity Group’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
2025 Q4	–	Sell	-24,900	Closed	-$2.19M	–	186
2025 Q3	$2.19M	Sell	24,900 -23,000	-48%	-$2.05M	0.01%	161
2025 Q2	$3.87M	Sell	47,900 -29,500	-38%	-$1.9M	0.02%	143
2025 Q1	$5.11M	Buy	77,400 +11,900	+18%	+$861K	0.02%	132
2024 Q4	$4.91M	Buy	65,500 +29,500	+82%	+$2.33M	0.02%	106
2024 Q3	$3.59M	Buy	+36,000	New	+$3.41M	0.01%	106
2023 Q4	–	Sell	-286,000	Closed	-$41.3M	–	167
2023 Q3	$41.3M	Buy	+286,000	New	+$47.7M	0.17%	78

Other funds holding EL

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

IFP

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Select Equity Group's EL Position: Q4 2025 in Review

Select Equity Group sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 436 shares — an estimated $38.4K sold.

Select Equity Group first reported a position in EL in Q2 2020 and held it in 13 quarters. The position peaked at $76.5M in Q3 2020. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

Select Equity Group reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
Select Equity Group sold 436 Estee Lauder shares in Q4 2025, an estimated $38.4K.
Select Equity Group first reported a position in Estee Lauder in Q2 2020 and held it in 13 quarters.
Select Equity Group's Estee Lauder position peaked at $76.5M in Q3 2020.
889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Select Equity Group's 13F filing for Q4 2025, filed 17 Feb 2026.