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 Q2	$597K	Sell	7,112 -6,784	-49%	-$548K	0.39%	82
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stoneridge Investment Partners's EL Position: Q2 2026 in Review

Stoneridge Investment Partners reduced its Estee Lauder (EL) stake by 49% in Q2 2026, selling an estimated $548K and leaving 7,112 shares worth $597K. The position accounts for 0.39% of the portfolio, ranked #82.

Stoneridge Investment Partners first reported a position in EL in Q3 2015 and has held it in 6 quarters since. The position peaked at $3.82M in Q3 2015. 829 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Stoneridge Investment Partners held 7,112 shares of Estee Lauder worth $597K as of Q2 2026.
Stoneridge Investment Partners sold 6,784 Estee Lauder shares in Q2 2026, an estimated $548K.
Estee Lauder made up 0.39% of Stoneridge Investment Partners's portfolio in Q2 2026, its #82 holding.
Stoneridge Investment Partners first reported a position in Estee Lauder in Q3 2015 and has held it in 6 quarters since.
Stoneridge Investment Partners's Estee Lauder position peaked at $3.82M in Q3 2015.
829 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.