The Estée Lauder Companies Inc.
CH ˙ SWX ˙ US5184391044
SecurityCH:EL / The Estée Lauder Companies Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership307 shares
Latest Disclosed Value $ 22,033
IFP Advisors, Inc reports 64.83% decrease in ownership of EL / The Estée Lauder Companies Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 307 shares of The Estée Lauder Companies Inc. (CH:EL) valued at $22,033 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 873 shares of The Estée Lauder Companies Inc.. This represents a change in shares of -64.83% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F LAUDER ESTEE COS cs 518439104 307 -566 -64.83 22 -75.82 0.0005
2026-02-06 2025-12-31 13F LAUDER ESTEE COS cs 518439104 873 -11 -1.24 91 18.18 0.0021
2026-02-06 2025-09-30 13F/A-1 LAUDER ESTEE COS cs 518439104 884 -61 -6.46 78 -46.53 0.0020
2025-12-02 2025-09-30 13F LAUDER ESTEE COS cs 518439104 465 -480 115 0.0030
2025-07-24 2025-06-30 13F LAUDER ESTEE COS cs 518439104 945 -106 -10.09 144 108.70 0.0041
2025-05-05 2025-03-31 13F LAUDER ESTEE COS cs 518439104 1,051 -206 -16.39 69 -26.60 0.0021
2025-02-04 2024-12-31 13F LAUDER ESTEE COS cs 518439104 1,257 451 55.96 94 17.50 0.0031
2025-02-04 2024-09-30 13F LAUDER ESTEE COS cs 518439104 806 16 2.03 80 -4.76 0.0029
2024-07-30 2024-06-30 13F LAUDER ESTEE COS cs 518439104 790 22 2.86 84 -28.81 0.0033
2024-07-30 2024-03-31 13F LAUDER ESTEE COS cs 518439104 768 22 2.95 118 8.26 0.0052
2024-01-09 2023-12-31 13F LAUDER ESTEE COS cs 518439104 746 -39 -4.97 109 -3.54 0.0051
2023-10-12 2023-09-30 13F LAUDER ESTEE COS cs 518439104 785 137 21.14 113 -11.02 0.0051
2023-08-14 2023-06-30 13F/A-1 LAUDER ESTEE COS cs 518439104 648 57 9.64 127 45.98 0.0053
2023-08-04 2023-06-30 13F LAUDER ESTEE COS cs 518439104 648 57 96 0.0045
2023-04-18 2023-03-31 13F LAUDER ESTEE COS cs 518439104 591 -849 -58.96 88 0.0038
2023-02-07 2022-12-31 13F LAUDER ESTEE COS cs 518439104 1,440 18 1.27 0 -100.00 0.0058
2022-11-08 2022-09-30 13F LAUDER ESTEE COS cs 518439104 1,422 444 45.40 225 40.63 0.0059
2022-09-06 2022-06-30 13F/A-1 LAUDER ESTEE COS cs 518439104 978 0 0.00 160 0.00 0.0051
2022-09-06 2022-03-31 13F/A-1 LAUDER ESTEE COS cs 518439104 978 487 99.19 160 -12.09 0.0051
2022-08-08 2022-03-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 520 29 83 0.0017
2022-01-12 2021-12-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 491 35 7.68 182 35.82 0.0036
2021-10-06 2021-09-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 456 12 2.70 134 -5.63 0.0027
2021-07-13 2021-06-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 444 -140 -23.97 142 -17.44 0.0029
2021-04-30 2021-03-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 584 -21 -3.47 172 0.58 0.0033
2021-01-25 2020-12-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 605 12 2.02 171 32.56 0.0069
2020-10-29 2020-09-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 593 190 47.15 129 74.32 0.0077
2020-08-05 2020-06-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 403 -2,652 -86.81 74 -85.93 0.0059
2020-05-12 2020-03-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 3,055 -38 -1.23 526 -18.07 0.0531
2020-01-17 2019-12-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 3,093 -275 -8.17 642 -2.73 0.0483
2019-11-07 2019-09-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 3,368 3,094 1,129.20 660 1,366.67 0.0442
2019-05-15 2019-03-31 13F ESTEE LAUDER Stock 518439104 274 -4,402 -94.14 45 -92.51 0.0061
2019-06-03 2018-12-31 13F/A-10 ESTEE LAUDER COMPANIES Stock 518439104 4,676 -45 -0.95 601 -12.39 0.0366
2019-01-23 2018-12-31 13F ESTEE LAUDER COMPANIES Stock 518439104 4,676 -45 601 0.0366
2019-06-03 2018-09-30 13F/A-9 ESTEE LAUDER COMPANIES Stock 518439104 4,721 -225 -4.55 686 -2.83 0.0280
2018-10-25 2018-09-30 13F ESTEE LAUDER COMPANIES Stock 518439104 4,721 -225 686 0.0280
2019-06-03 2018-06-30 13F/A-8 ESTEE LAUDER COMPANIES Stock 518439104 4,946 -391 -7.33 706 3.98 0.0297
2018-08-07 2018-06-30 13F ESTEE LAUDER COMPANIES Stock 518439104 4,946 -287 706
2019-06-03 2018-03-31 13F/A-7 LAUDER ESTEE COS INC CL A Stock 518439104 5,337 0 0.00 679 0.00 0.0308
2018-05-09 2018-03-31 13F ESTEE LAUDER COMPANIES Stock 518439104 5,233 -104 783
2019-06-03 2017-12-31 13F/A-6 LAUDER ESTEE COS INC CL A Stock 518439104 5,337 256 5.04 679 23.91 0.0308
2018-01-24 2017-12-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 5,337 256 679
2017-10-30 2017-09-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 5,081 232 4.78 548 17.85 0.0218
2019-06-03 2017-06-30 13F/A-5 LAUDER ESTEE COS INC CL A Stock 518439104 4,849 -226 -4.45 465 8.14 0.0197
2017-07-31 2017-06-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 4,849 -226 465
2019-06-03 2017-03-31 13F/A-4 LAUDER ESTEE COS INC CL A Stock 518439104 5,075 -167 -3.19 430 7.23 0.0187
2017-04-26 2017-03-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 5,075 -167 430
2019-06-03 2016-12-31 13F/A-3 LAUDER ESTEE COS INC CL A Stock 518439104 5,242 633 13.73 401 -1.72 0.0194
2017-02-14 2016-12-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 5,242 633 401
2016-11-04 2016-09-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 4,609 -296 -6.03 408 -8.52 0.0212
2019-06-03 2016-06-30 13F/A-2 LAUDER ESTEE COS INC CL A Stock 518439104 4,905 4,631 1,690.15 446 891.11 0.0249
2016-08-22 2016-06-30 13F LAUDER ESTEE COS INC CL A Stock 518439104 4,905 4,631 446
2019-06-03 2016-03-31 13F/A-1 ESTEE LAUDER Stock 518439104 274 -4,058 -93.67 45 -88.19 0.0061
2016-05-02 2016-03-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 4,834 502 456
2016-02-11 2015-12-31 13F LAUDER ESTEE COS INC CL A Stock 518439104 4,332 4,332 381 0.0256
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.