WT Asset Management’s Estee Lauder EL Stock Holding History

WT Asset 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
2026 Q1	–	Sell	-53,000	Closed	-$5.55M	–	40
2025 Q4	$5.55M	Buy	53,000 +20,000	+61%	+$1.94M	0.22%	33
2025 Q3	$2.91M	Buy	+33,000	New	+$2.94M	0.13%	33
2020 Q3	–	Sell	-120,218	Closed	-$22.7M	–	15
2020 Q2	$22.7M	Sell	120,218 -65,966	-35%	-$11.8M	5.46%	7
2020 Q1	$29.7M	Buy	186,184 +104,284	+127%	+$20.1M	5.47%	8
2019 Q4	$16.9M	Buy	81,900 +18,100	+28%	+$3.52M	5.22%	9
2019 Q3	$12.7M	Buy	63,800 +22,594	+55%	+$4.32M	4.89%	7
2019 Q2	$7.54M	Buy	41,206 +28,400	+222%	+$4.85M	2.34%	14
2019 Q1	$2.12M	Buy	+12,806	New	+$1.88M	0.83%	17

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

WT Asset Management's EL Position: Q1 2026 in Review

WT Asset Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 53,000 shares — an estimated $5.55M sold.

WT Asset Management first reported a position in EL in Q1 2019 and held it in 8 quarters. The position peaked at $29.7M in Q1 2020. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

WT Asset Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
WT Asset Management sold 53,000 Estee Lauder shares in Q1 2026, an estimated $5.55M.
WT Asset Management first reported a position in Estee Lauder in Q1 2019 and held it in 8 quarters.
WT Asset Management's Estee Lauder position peaked at $29.7M in Q1 2020.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on WT Asset Management's 13F filing for Q1 2026, filed 7 May 2026.