Stoneridge Investment Partners’s Estee Lauder EL Stock Holding History

Stoneridge Investment 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	$997K	Buy	+13,896	New	+$1.42M	0.72%	42
2025 Q3	–	Sell	-11,644	Closed	-$941K	–	133
2025 Q2	$941K	Buy	+11,644	New	+$749K	0.71%	44
2024 Q4	–	Sell	-24,334	Closed	-$2.43M	–	149
2024 Q3	$2.43M	Buy	+24,334	New	+$2.31M	0.9%	36
2022 Q2	–	Sell	-9,210	Closed	-$2.51M	–	100
2022 Q1	$2.51M	Buy	+9,210	New	+$2.77M	1.18%	29
2015 Q4	–	Sell	-47,402	Closed	-$3.82M	–	288
2015 Q3	$3.82M	Buy	+47,402	New	+$3.97M	0.54%	50

Other funds holding EL

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

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 $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

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

Stoneridge Investment Partners's EL Position: Q1 2026 in Review

Stoneridge Investment Partners opened a new position in Estee Lauder (EL) in Q1 2026: 13,896 shares worth $997K. The stake represents 0.72% of the portfolio and ranks #42 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in EL as recently as Q2 2025.

Stoneridge Investment Partners first reported a position in EL in Q3 2015 and has held it in 5 quarters since. The position peaked at $3.82M in Q3 2015. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Stoneridge Investment Partners held 13,896 shares of Estee Lauder worth $997K as of Q1 2026.
Estee Lauder was a new Stoneridge Investment Partners position in Q1 2026.
Estee Lauder made up 0.72% of Stoneridge Investment Partners's portfolio in Q1 2026, its #42 holding.
Stoneridge Investment Partners first reported a position in Estee Lauder in Q3 2015 and has held it in 5 quarters since.
Stoneridge Investment Partners's Estee Lauder position peaked at $3.82M in Q3 2015.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.