The Estée Lauder Companies Inc.
CH ˙ SWX ˙ US5184391044
SecurityCH:EL / The Estée Lauder Companies Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership81,242 shares
Latest Disclosed Value $ 5,830,738
Wealthfront Advisers Llc reports 21.00% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 81,242 shares of The Estée Lauder Companies Inc. (CH:EL) valued at $5,830,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 67,141 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 21.00% 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)
2026-05-05 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 81,242 14,101 21.00 5,831 -17.08 0.0128
2026-01-30 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 67,141 1,308 1.99 7,031 21.20 0.0157
2025-11-06 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 65,833 -575 -0.87 5,801 8.13 0.0136
2025-07-31 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 66,408 50,415 315.23 5,366 408.53 0.0138
2025-05-02 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 15,993 2,425 17.87 1,056 3.74 0.0028
2025-04-01 2024-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 13,568 7,032 107.59 1,017 56.22 0.0030
2024-11-12 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 6,536 1,788 37.66 652 28.91 0.0020
2024-08-14 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 4,748 -4,130 -46.52 505 -63.08 0.0017
2024-04-19 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 8,878 -3,178 -26.36 1,369 -22.40 0.0048
2024-02-09 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 12,056 -3,906 -24.47 1,763 -23.58 0.0068
2023-11-01 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 15,962 11,468 255.18 2,307 161.56 0.0099
2023-08-07 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 4,494 -2,176 -32.62 883 -46.32 0.0037
2023-04-28 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 6,670 -2,196 -24.77 1,644 -25.28 0.0075
2023-02-10 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 8,866 3,142 54.89 2,200 77.91 0.0107
2022-11-14 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 5,724 -4,250 -42.61 1,236 -51.34 0.0066
2022-07-20 2022-06-30 13F LAUDER ESTEE COS CL A 518439104 9,974 3,033 43.70 2,540 34.39 0.0128
2022-05-16 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 6,941 -1,139 -14.10 1,890 -36.81 0.0083
2022-01-21 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 8,080 1,166 16.86 2,991 44.21 0.0126
2021-11-15 2021-09-30 13F LAUDER ESTEE COS CL A 518439104 6,914 368 5.62 2,074 -0.38 0.0096
2021-08-16 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 6,546 563 9.41 2,082 19.66 0.0099
2021-05-14 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 5,983 432 7.78 1,740 17.73 0.0093
2021-02-16 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 5,551 770 16.11 1,478 41.71 0.0089
2020-11-16 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 4,781 105 2.25 1,043 18.25 0.0075
2020-08-14 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 4,676 42 0.91 882 19.51 0.0068
2020-05-15 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 4,634 -3,667 -44.18 738 -56.94 0.0067
2020-01-21 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 8,301 686 9.01 1,714 13.14 0.0127
2019-10-15 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 7,615 2,877 60.72 1,515 74.54 0.0127
2019-08-13 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 4,738 231 5.13 868 16.35 0.0075
2019-05-13 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 4,507 1 0.02 746 27.30 0.0069
2019-02-14 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 4,506 4,506 586 0.0062
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.