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 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

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

Zacks Investment Management's EL Position: Q1 2026 in Review

Zacks Investment Management increased its Estee Lauder (EL) stake by 36% in Q1 2026, buying an estimated $3.93M and bringing the position to 145,169 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #167.

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

Zacks Investment Management held 145,169 shares of Estee Lauder worth $10.4M as of Q1 2026.
Zacks Investment Management bought 38,489 Estee Lauder shares in Q1 2026, an estimated $3.93M.
Estee Lauder made up 0.08% of Zacks Investment Management's portfolio in Q1 2026, its #167 holding.
Zacks Investment Management first reported a position in Estee Lauder in Q3 2017 and has held it in 11 quarters since.
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 Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.