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Tortoise Investment Management’s Estee Lauder EL Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-100
Closed -$480 – 596
2025
Q3 		$480 Hold
100
– – ﹤0.01% 1182
2025
Q2 		$580 Buy
+100
New +$6.43K ﹤0.01% 1072
2024
Q4 		– Sell
-200
Closed -$1.88K – 873
2024
Q3 		$1.88K Buy
+200
New +$19K ﹤0.01% 772

Other funds holding EL

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tortoise Investment Management's EL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 76 shares — an estimated $6.7K sold.

Tortoise Investment Management first reported a position in EL in Q2 2017 and held it in 34 quarters. The position peaked at $37K in Q4 2021. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 76 Estee Lauder shares in Q4 2025, an estimated $6.7K.
  • Tortoise Investment Management first reported a position in Estee Lauder in Q2 2017 and held it in 34 quarters.
  • Tortoise Investment Management's Estee Lauder position peaked at $37K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.