Sendero Wealth Management
EL icon

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
Q3 		$921K Sell
9,931
-241
-2% -$21.9K 0.09% 133
2026
Q2 		$803K Buy
10,172
+1,364
+15% +$110K 0.08% 143
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Sendero Wealth Management's EL Position: Q3 2026 in Review

Sendero Wealth Management reduced its Estee Lauder (EL) stake by 2.4% in Q3 2026, selling an estimated $21.9K and leaving 9,931 shares worth $921K. The position accounts for 0.09% of the portfolio, ranked #133.

Sendero Wealth Management first reported a position in EL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 731 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Sendero Wealth Management held 9,931 shares of Estee Lauder worth $921K as of Q3 2026.
  • Sendero Wealth Management sold 241 Estee Lauder shares in Q3 2026, an estimated $21.9K.
  • Estee Lauder made up 0.09% of Sendero Wealth Management's portfolio in Q3 2026, its #133 holding.
  • Sendero Wealth Management first reported a position in Estee Lauder in Q1 2025 and has held it in 7 quarters since.
  • Sendero Wealth Management's Estee Lauder position peaked at $1.02M in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.