ZIM
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Zacks Investment Management’s Estee Lauder EL Stock Holding History

Zacks 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
2026
Q2 		– Sell
-145,169
Closed -$10.4M – 757
2026
Q1 		$10.4M Buy
145,169
+38,489
+36% +$3.93M 0.08% 167
2025
Q4 		$11.2M Buy
+106,680
New +$10.4M 0.09% 165
2023
Q2 		– Sell
-869
Closed -$214K – 663
2023
Q1 		$214K Buy
+869
New +$221K ﹤0.01% 572
2022
Q3 		– Sell
-13,082
Closed -$3.33M – 597
2022
Q2 		$3.33M Sell
13,082
-110
-0.8% -$27.9K 0.05% 204
2022
Q1 		$3.59M Sell
13,192
-15,412
-54% -$4.64M 0.05% 213
2021
Q4 		$10.6M Buy
28,604
+2,051
+8% +$696K 0.15% 140
2021
Q3 		$7.96M Buy
26,553
+1,763
+7% +$576K 0.13% 153
2021
Q2 		$7.89M Sell
24,790
-16,337
-40% -$4.95M 0.13% 148
2021
Q1 		$12M Buy
+41,127
New +$11.3M 0.21% 107
2019
Q2 		– Sell
-2,681
Closed -$444K – 556
2019
Q1 		$444K Buy
+2,681
New +$394K 0.01% 462
2017
Q4 		– Sell
-2,555
Closed -$276K – 592
2017
Q3 		$276K Buy
+2,555
New +$262K 0.01% 480

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

Zacks Investment Management's EL Position: Q2 2026 in Review

Zacks Investment Management sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 145,169 shares — an estimated $10.4M sold.

Zacks Investment Management first reported a position in EL in Q3 2017 and held it in 11 quarters. The position peaked at $12M in Q1 2021. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Zacks Investment Management reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 145,169 Estee Lauder shares in Q2 2026, an estimated $10.4M.
  • Zacks Investment Management first reported a position in Estee Lauder in Q3 2017 and held it in 11 quarters.
  • Zacks Investment Management's Estee Lauder position peaked at $12M in Q1 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.