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Sendero Wealth Management’s Estee Lauder EL Stock Holding History

Sendero Wealth Management’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 		$632K Sell
8,808
-948
-10% -$96.9K 0.07% 142
2025
Q4 		$1.02M Sell
9,756
-105
-1% -$10.2K 0.11% 103
2025
Q3 		$869K Sell
9,861
-1,143
-10% -$102K 0.1% 113
2025
Q2 		$889K Buy
11,004
+11
+0.1% +$708 0.11% 106
2025
Q1 		$726K Buy
+10,993
New +$795K 0.1% 117

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
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

Sendero Wealth Management's EL Position: Q1 2026 in Review

Sendero Wealth Management reduced its Estee Lauder (EL) stake by 9.7% in Q1 2026, selling an estimated $96.9K and leaving 8,808 shares worth $632K. The position accounts for 0.07% of the portfolio, ranked #142.

Sendero Wealth Management first reported a position in EL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Sendero Wealth Management held 8,808 shares of Estee Lauder worth $632K as of Q1 2026.
  • Sendero Wealth Management sold 948 Estee Lauder shares in Q1 2026, an estimated $96.9K.
  • Estee Lauder made up 0.07% of Sendero Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Sendero Wealth Management first reported a position in Estee Lauder in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Estee Lauder position peaked at $1.02M in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.