The Estée Lauder Companies Inc.
CH ˙ SWX ˙ US5184391044
SecurityCH:EL / The Estée Lauder Companies Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership29,620 shares
Latest Disclosed Value $ 2,125,845
Cerity Partners LLC reports 23.49% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 29,620 shares of The Estée Lauder Companies Inc. (CH:EL) valued at $2,125,845 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 23,985 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 23.49% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 29,620 5,635 23.49 2,126 -15.37 0.0015
2026-02-11 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 23,985 -1,060 -4.23 2,512 13.83 0.0037
2025-10-22 2025-09-30 13F LAUDER ESTEE COS COM 518439104 25,045 898 3.72 2,207 13.07 0.0036
2025-08-13 2025-06-30 13F LAUDER ESTEE COS Stock 518439104 24,147 -3,938 -14.02 1,951 5.29 0.0035
2025-04-30 2025-03-31 13F LAUDER ESTEE COS Stock 518439104 28,085 -2,749 -8.92 1,854 -30.55 0.0038
2025-02-13 2024-12-31 13F LAUDER ESTEE COS Stock 518439104 30,834 -9,984 -24.46 2,669 -34.43 0.0058
2024-11-12 2024-09-30 13F LAUDER ESTEE COS Stock 518439104 40,818 -28,562 -41.17 4,069 -44.88 0.0090
2024-08-13 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 69,380 -31,159 -30.99 7,382 -52.36 0.0194
2024-05-14 2024-03-31 13F LAUDER ESTEE COS Equities 518439104 100,539 31,296 45.20 15,498 53.04 0.0409
2024-01-26 2023-12-31 13F LAUDER ESTEE COS Equity 518439104 69,243 42,732 161.19 10,127 164.25 0.0333
2023-11-14 2023-09-30 13F LAUDER ESTEE COS Equities 518439104 26,511 -47,809 -64.33 3,832 -73.74 0.0186
2023-08-14 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 74,320 -7,482 -9.15 14,595 -30.18 0.0568
2023-05-11 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 81,802 889 1.10 20,903 4.12 0.0493
2023-02-15 2022-12-31 13F LAUDER ESTEE COS Stock 518439104 80,913 37,955 88.35 20,075 116.42 0.1286
2022-11-14 2022-09-30 13F LAUDER ESTEE COS Equities 518439104 42,958 922 2.19 9,276 -13.07 0.1115
2022-08-10 2022-06-30 13F LAUDER ESTEE COS Equities 518439104 42,036 3,101 7.96 10,671 0.63 0.1180
2022-04-25 2022-03-31 13F LAUDER ESTEE COS COM 518439104 38,935 -290 -0.74 10,604 -26.96 0.1647
2022-02-14 2021-12-31 13F LAUDER ESTEE COS Stock 518439104 39,225 495 1.28 14,518 24.98 0.2209
2021-10-25 2021-09-30 13F Estee Lauderco Inc Stock 518439104 38,730 -1,488 -3.70 11,616 -9.20 0.2556
2021-08-11 2021-06-30 13F LAUDER ESTEE COS Stock 518439104 40,218 -3,312 -7.61 12,793 1.04 0.2800
2021-08-11 2021-03-31 13F/A-1 LAUDER ESTEE COS Stock 518439104 43,530 -258 -0.59 12,661 8.62 0.3007
2021-05-12 2021-03-31 13F LAUDER ESTEE COS Stock 518439104 43,590 -198 12,678 0.3755
2021-02-11 2020-12-31 13F LAUDER ESTEE COS Stock 518439104 43,788 635 1.47 11,656 23.79 0.3737
2020-11-12 2020-09-30 13F LAUDER ESTEE COS COM 518439104 43,153 32,948 322.86 9,416 389.14 0.3873
2020-08-17 2020-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 10,205 136 1.35 1,925 20.01 0.1063
2020-08-14 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 10,205 136 1,925 106,168.3538
2020-05-14 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 10,069 -676 -6.29 1,604 -27.72 0.1010
2020-02-14 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 10,745 -15,458 -58.99 2,219 -57.43 0.1131
2019-10-30 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 26,203 7,649 41.23 5,213 53.46 0.3060
2019-08-14 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 18,554 -16,847 -47.59 3,397 -42.04 0.2142
2019-05-14 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 35,401 -15,485 -30.43 5,861 -11.47 0.3946
2019-02-06 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 50,886 6,679 15.11 6,620 3.05 0.4434
2018-11-15 2018-09-30 13F LAUDER ESTEE COS CL A 518439104 44,207 158 0.36 6,424 2.21 0.4449
2018-08-15 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 44,049 493 1.13 6,285 -3.62 0.4643
2018-05-15 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 43,556 -3,805 -8.03 6,521 8.21 0.4987
2018-02-14 2017-12-31 13F LAUDER ESTEE COS CL A 518439104 47,361 145 0.31 6,026 18.34 0.4044
2017-11-13 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 47,216 -8,278 -14.92 5,092 0.71 0.3604
2017-08-10 2017-06-30 13F LAUDER ESTEE COS CL A 518439104 55,494 11,330 25.65 5,056 35.01 0.4235
2017-05-02 2017-03-31 13F LAUDER ESTEE COS COM 518439104 44,164 44,164 3,745 0.3126
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.