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Westwood Holdings Group’s Estee Lauder EL Stock Holding History

Westwood Holdings Group’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 		$371K Buy
+4,703
New +$380K ﹤0.01% 520
2024
Q1 		– Sell
-1,873
Closed -$274K – 472
2023
Q4 		$274K Sell
1,873
-371,094
-99% -$49.3M ﹤0.01% 429
2023
Q3 		$53.9M Sell
372,967
-50,732
-12% -$8.46M 0.5% 90
2023
Q2 		$83.2M Buy
423,699
+7,715
+2% +$1.64M 0.75% 31
2023
Q1 		$103M Buy
415,984
+326,021
+362% +$82.8M 0.92% 21
2022
Q4 		$22.3M Buy
89,963
+4,507
+5% +$1.01M 0.2% 142
2022
Q3 		$18.4M Buy
85,456
+2,100
+3% +$536K 0.22% 127
2022
Q2 		$21.2M Buy
83,356
+592
+0.7% +$150K 0.23% 132
2022
Q1 		$22.5M Buy
82,764
+1,942
+2% +$584K 0.21% 138
2021
Q4 		$29.9M Sell
80,822
-349
-0.4% -$118K 0.27% 130
2021
Q3 		$24.3M Sell
81,171
-779
-1% -$254K 0.26% 127
2021
Q2 		$26.1M Buy
81,950
+209
+0.3% +$63.4K 0.26% 128
2021
Q1 		$23.8M Sell
81,741
-828
-1% -$227K 0.24% 143
2020
Q4 		$22M Buy
82,569
+23,610
+40% +$5.68M 0.25% 126
2020
Q3 		$12.9M Buy
58,959
+56,889
+2,748% +$11.7M 0.16% 181
2020
Q2 		$390K Hold
2,070
– – 0.01% 366
2020
Q1 		$330K Sell
2,070
-73
-3% -$14.1K 0.01% 369
2019
Q4 		$442K Buy
+2,143
New +$416K ﹤0.01% 397

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westwood Holdings Group's EL Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Estee Lauder (EL) in Q2 2026: 4,703 shares worth $371K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in EL as recently as Q4 2023.

Westwood Holdings Group first reported a position in EL in Q4 2019 and has held it in 18 quarters since. The position peaked at $103M in Q1 2023. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Westwood Holdings Group held 4,703 shares of Estee Lauder worth $371K as of Q2 2026.
  • Estee Lauder was a new Westwood Holdings Group position in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #520 holding.
  • Westwood Holdings Group first reported a position in Estee Lauder in Q4 2019 and has held it in 18 quarters since.
  • Westwood Holdings Group's Estee Lauder position peaked at $103M in Q1 2023.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.