Vision Capital Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $221K | Sell |
3,085
-298
| -9% | -$30.4K | 0.03% | 142 |
|
|
2025
Q4 | $354K | Sell |
3,383
-40
| -1% | -$3.88K | 0.04% | 115 |
|
|
2025
Q3 | $302K | Sell |
3,423
-721
| -17% | -$64.2K | 0.04% | 122 |
|
|
2025
Q2 | $335K | Sell |
4,144
-293
| -7% | -$18.8K | 0.04% | 115 |
|
|
2025
Q1 | $293K | Sell |
4,437
-1,215
| -21% | -$87.9K | 0.04% | 116 |
|
|
2024
Q4 | $424K | Sell |
5,652
-5,598
| -50% | -$442K | 0.06% | 98 |
|
|
2024
Q3 | $1.12M | Sell |
11,250
-1,870
| -14% | -$177K | 0.16% | 74 |
|
|
2024
Q2 | $1.4M | Sell |
13,120
-8,761
| -40% | -$1.15M | 0.21% | 69 |
|
|
2024
Q1 | $3.37M | Buy |
21,881
+13
| +0.1% | +$1.84K | 0.5% | 46 |
|
|
2023
Q4 | $3.2M | Sell |
21,868
-91
| -0.4% | -$12.1K | 0.5% | 47 |
|
|
2023
Q3 | $3.17M | Sell |
21,959
-404
| -2% | -$67.4K | 0.58% | 42 |
|
|
2023
Q2 | $4.39M | Buy |
22,363
+16
| +0.1% | +$3.39K | 0.75% | 39 |
|
|
2023
Q1 | $5.51M | Sell |
22,347
-876
| -4% | -$223K | 1% | 35 |
|
|
2022
Q4 | $5.76M | Sell |
23,223
-1,786
| -7% | -$399K | 1.1% | 31 |
|
|
2022
Q3 | $5.4M | Sell |
25,009
-3,429
| -12% | -$875K | 1.11% | 32 |
|
|
2022
Q2 | $7.24M | Buy |
28,438
+220
| +0.8% | +$55.8K | 1.37% | 24 |
|
|
2022
Q1 | $7.68M | Sell |
28,218
-1,989
| -7% | -$599K | 1.26% | 27 |
|
|
2021
Q4 | $11.2M | Buy |
30,207
+242
| +0.8% | +$82.1K | 1.67% | 13 |
|
|
2021
Q3 | $8.99M | Buy |
29,965
+236
| +0.8% | +$77.1K | 1.47% | 22 |
|
|
2021
Q2 | $9.46M | Sell |
29,729
-6,095
| -17% | -$1.85M | 1.56% | 19 |
|
|
2021
Q1 | $10.4M | Sell |
35,824
-274
| -0.8% | -$75K | 1.85% | 13 |
|
|
2020
Q4 | $9.61M | Sell |
36,098
-577
| -2% | -$139K | 1.79% | 17 |
|
|
2020
Q3 | $8M | Sell |
36,675
-692
| -2% | -$142K | 1.68% | 18 |
|
|
2020
Q2 | $7.05M | Sell |
37,367
-1,636
| -4% | -$292K | 1.62% | 19 |
|
|
2020
Q1 | $6.21M | Buy |
39,003
+2,391
| +7% | +$461K | 1.65% | 15 |
|
|
2019
Q4 | $7.56M | Sell |
36,612
-660
| -2% | -$128K | 1.77% | 16 |
|
|
2019
Q3 | $7.42M | Sell |
37,272
-261
| -0.7% | -$49.9K | 1.93% | 15 |
|
|
2019
Q2 | $6.87M | Sell |
37,533
-211
| -0.6% | -$36K | 1.8% | 15 |
|
|
2019
Q1 | $6.25M | Sell |
37,744
-248
| -0.7% | -$36.4K | 1.74% | 16 |
|
|
2018
Q4 | $4.94M | Buy |
37,992
+246
| +0.7% | +$33.4K | 1.56% | 20 |
|
|
2018
Q3 | $5.49M | Sell |
37,746
-17
| -0% | -$2.36K | 1.48% | 21 |
|
|
2018
Q2 | $5.39M | Sell |
37,763
-534
| -1% | -$79K | 1.57% | 15 |
|
|
2018
Q1 | $5.73M | Sell |
38,297
-3,658
| -9% | -$507K | 1.69% | 14 |
|
|
2017
Q4 | $5.34M | Sell |
41,955
-1,077
| -3% | -$129K | 1.55% | 17 |
|
|
2017
Q3 | $4.64M | Sell |
43,032
-9,701
| -18% | -$996K | 1.48% | 21 |
|
|
2017
Q2 | $5.06M | Sell |
52,733
-219
| -0.4% | -$20.1K | 1.74% | 17 |
|
|
2017
Q1 | $4.49M | Buy |
52,952
+9,061
| +21% | +$749K | 1.61% | 20 |
|
|
2016
Q4 | $3.36M | Buy |
43,891
+3,435
| +8% | +$279K | 1.31% | 30 |
|
|
2016
Q3 | $3.58M | Buy |
40,456
+810
| +2% | +$73.8K | 1.5% | 27 |
|
|
2016
Q2 | $3.61M | Sell |
39,646
-46,810
| -54% | -$4.37M | 1.53% | 23 |
|
|
2016
Q1 | $8.15M | Sell |
86,456
-8,051
| -9% | -$718K | 1.99% | 19 |
|
|
2015
Q4 | $8.32M | Sell |
94,507
-35,080
| -27% | -$2.99M | 1.91% | 23 |
|
|
2015
Q3 | $10.5M | Sell |
129,587
-26,830
| -17% | -$2.25M | 2.34% | 19 |
|
|
2015
Q2 | $13.6M | Sell |
156,417
-44,053
| -22% | -$3.8M | 2.52% | 12 |
|
|
2015
Q1 | $16.7M | Sell |
200,470
-100,500
| -33% | -$7.91M | 2.5% | 22 |
|
|
2014
Q4 | $22.9M | Buy |
300,970
+40,490
| +16% | +$2.99M | 2.64% | 18 |
|
|
2014
Q3 | $19.5M | Sell |
260,480
-14,260
| -5% | -$1.07M | 2.42% | 21 |
|
|
2014
Q2 | $20.4M | Sell |
274,740
-27,835
| -9% | -$2.05M | 2.44% | 23 |
|
|
2014
Q1 | $20.2M | Buy |
302,575
+38,115
| +14% | +$2.65M | 2.47% | 21 |
|
|
2013
Q4 | $19.9M | Sell |
264,460
-18,695
| -7% | -$1.35M | 2.37% | 30 |
|
|
2013
Q3 | $19.8M | Buy |
283,155
+62,279
| +28% | +$4.22M | 2.34% | 30 |
|
|
2013
Q2 | $14.5M | Buy |
+220,876
| New | +$15.1M | 2.33% | 30 |
|
Other funds holding EL
VCM
VPM
IFP
Vision Capital Management's EL Position: Q1 2026 in Review
Vision Capital Management reduced its Estee Lauder (EL) stake by 8.8% in Q1 2026, selling an estimated $30.4K and leaving 3,085 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #142.
Vision Capital Management first reported a position in EL in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.9M in Q4 2014. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.
- Vision Capital Management held 3,085 shares of Estee Lauder worth $221K as of Q1 2026.
- Vision Capital Management sold 298 Estee Lauder shares in Q1 2026, an estimated $30.4K.
- Estee Lauder made up 0.03% of Vision Capital Management's portfolio in Q1 2026, its #142 holding.
- Vision Capital Management first reported a position in Estee Lauder in Q2 2013 and has held it in 52 quarters since.
- Vision Capital Management's Estee Lauder position peaked at $22.9M in Q4 2014.
- 833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.
Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.