Summit Trail Advisors’s Estee Lauder EL Stock Holding History

Summit Trail Advisors’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	$1.05M	Buy	14,618 +3,649	+33%	+$373K	0.02%	909
2025 Q4	$1.15M	Sell	10,969 -664	-6%	-$64.4K	0.02%	736
2025 Q3	$1.03M	Buy	11,633 +7,096	+156%	+$632K	0.01%	817
2025 Q2	$367K	Buy	+4,537	New	+$292K	0.01%	846
2024 Q3	–	Sell	-3,208	Closed	-$341K	–	728
2024 Q2	$341K	Buy	3,208 +1,129	+54%	+$148K	0.01%	449
2024 Q1	$320K	Buy	2,079 +317	+18%	+$45K	0.01%	438
2023 Q4	$258K	Buy	1,762 +25	+1%	+$3.32K	0.01%	433
2023 Q3	$251K	Sell	1,737 -148	-8%	-$24.7K	0.01%	425
2023 Q2	$370K	Buy	1,885 +546	+41%	+$116K	0.01%	328
2023 Q1	$330K	Buy	1,339 +481	+56%	+$122K	0.01%	300
2022 Q4	$213K	Buy	+858	New	+$192K	0.01%	351
2022 Q3	–	Sell	-869	Closed	-$221K	–	385
2022 Q2	$221K	Buy	+869	New	+$220K	0.01%	335
2018 Q1	–	Sell	-1,161	Closed	-$153K	–	791
2017 Q4	$153K	Buy	+1,161	New	+$139K	0.02%	511

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

Summit Trail Advisors's EL Position: Q1 2026 in Review

Summit Trail Advisors increased its Estee Lauder (EL) stake by 33% in Q1 2026, buying an estimated $373K and bringing the position to 14,618 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #909.

Summit Trail Advisors first reported a position in EL in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Summit Trail Advisors held 14,618 shares of Estee Lauder worth $1.05M as of Q1 2026.
Summit Trail Advisors bought 3,649 Estee Lauder shares in Q1 2026, an estimated $373K.
Estee Lauder made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #909 holding.
Summit Trail Advisors first reported a position in Estee Lauder in Q4 2017 and has held it in 13 quarters since.
Summit Trail Advisors's Estee Lauder position peaked at $1.15M in Q4 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.