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Whalerock Point Partners’s Estee Lauder EL Stock Holding History

Whalerock Point 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
Q1 		$515K Buy
7,182
+800
+13% +$81.7K 0.1% 120
2025
Q4 		$668K Buy
6,382
+50
+0.8% +$4.85K 0.13% 94
2025
Q3 		$558K Sell
6,332
-30
-0.5% -$2.67K 0.11% 99
2025
Q2 		$514K Buy
6,362
+1,001
+19% +$64.4K 0.11% 105
2025
Q1 		$354K Sell
5,361
-615
-10% -$44.5K 0.08% 132
2024
Q4 		$448K Sell
5,976
-2,715
-31% -$214K 0.1% 111
2024
Q3 		$866K Sell
8,691
-800
-8% -$75.8K 0.21% 75
2024
Q2 		$1.01M Buy
9,491
+336
+4% +$44.1K 0.27% 61
2024
Q1 		$1.41M Sell
9,155
-155
-2% -$22K 0.39% 52
2023
Q4 		$1.36M Sell
9,310
-3,835
-29% -$509K 0.42% 52
2023
Q3 		$1.9M Buy
13,145
+25
+0.2% +$4.17K 0.66% 39
2023
Q2 		$2.58M Buy
13,120
+44
+0.3% +$9.34K 0.87% 33
2023
Q1 		$3.22M Buy
13,076
+235
+2% +$59.7K 1.2% 27
2022
Q4 		$3.19M Sell
12,841
-49
-0.4% -$10.9K 1.3% 26
2022
Q3 		$2.78M Buy
12,890
+15
+0.1% +$3.83K 1.22% 25
2022
Q2 		$3.28M Buy
12,875
+175
+1% +$44.4K 1.39% 23
2022
Q1 		$3.46M Buy
12,700
+505
+4% +$152K 1.23% 24
2021
Q4 		$4.51M Buy
12,195
+130
+1% +$44.1K 1.55% 22
2021
Q3 		$3.62M Buy
12,065
+105
+0.9% +$34.3K 1.4% 23
2021
Q2 		$3.8M Buy
11,960
+2,335
+24% +$708K 1.46% 24
2021
Q1 		$2.8M Buy
9,625
+620
+7% +$170K 1.23% 27
2020
Q4 		$2.4M Buy
9,005
+7,154
+386% +$1.72M 1.14% 30
2020
Q3 		$1.85M Sell
1,851
-5,654
-75% -$1.16M 1.02% 33
2020
Q2 		$1.42M Buy
7,505
+775
+12% +$138K 0.84% 39
2020
Q1 		$1.07M Buy
6,730
+4,775
+244% +$921K 0.77% 41
2019
Q4 		$404K Hold
1,955
– – 0.21% 92
2019
Q3 		$389K Hold
1,955
– – 0.21% 92
2019
Q2 		$358K Hold
1,955
– – 0.2% 98
2019
Q1 		$324K Buy
+1,955
New +$287K 0.21% 95
2016
Q1 		– Sell
-2,330
Closed -$205K – 147
2015
Q4 		$205K Buy
+2,330
New +$198K 0.09% 135

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
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

Whalerock Point Partners's EL Position: Q1 2026 in Review

Whalerock Point Partners increased its Estee Lauder (EL) stake by 13% in Q1 2026, buying an estimated $81.7K and bringing the position to 7,182 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #120.

Whalerock Point Partners first reported a position in EL in Q4 2015 and has held it in 30 quarters since. The position peaked at $4.51M in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Whalerock Point Partners held 7,182 shares of Estee Lauder worth $515K as of Q1 2026.
  • Whalerock Point Partners bought 800 Estee Lauder shares in Q1 2026, an estimated $81.7K.
  • Estee Lauder made up 0.1% of Whalerock Point Partners's portfolio in Q1 2026, its #120 holding.
  • Whalerock Point Partners first reported a position in Estee Lauder in Q4 2015 and has held it in 30 quarters since.
  • Whalerock Point Partners's Estee Lauder position peaked at $4.51M in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.