Estée Lauder Companies (The) (EL)Douglas Lane & Associates, LLC added to its stake +20K shares

526K

Shares reported · +20K vs prior quarter

0.56%

Disclosed portfolio weight

$41.6M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 1, 2024Company filing · Form 8-K · RestructuringAnnounced job cuts, closures or a restructuring“As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026.”
2. Feb 1, 2024Company filing · Form 8-K · RestructuringAnnounced job cuts, closures or a restructuring“As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026.”
3. May 28, 20265% stakeAerin Lauder filed an activist stake (13D) of 7.2%
4. Jul 2, 2026CongressDisclosed purchase of EL — reported range $1,001 - $15,000

What came next

1. Jul 20, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 20, 2026, Jennifer Hyman, a member of the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”), notified the Company that she will retire from the Board, effective November 16, 2026 (the day before the Company’s 2026 Annual Meeting of Stockholders).”
2. Jul 28, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 7.5%
3. Jul 31, 20265% stakeVanguard Portfolio Management reported a passive stake (13G) of 5.0%
4. Aug 5, 2026CongressDisclosed sale of EL — reported range $1,001 - $15,000
5. Aug 6, 20265% stakeFMR LLC reported a passive stake (13G) of 4.4%
6. Aug 12, 20265% stakeMANAGED ACCOUNT ADVISORS LLC reported a passive stake (13G) of 7.5%
7. Aug 19, 2026Company filing · Form 8-K · ResultsReported its results
8. Aug 21, 2026InsiderOfficer sold ~$554K of EL shares in the open market
9. Aug 28, 2026InsiderOfficer sold ~$802K of EL shares in the open market
10. Sep 9, 2026InsiderDirector sold ~$373K of EL shares in the open market
11. Sep 11, 2026Insider · Their largest sale since 2011Director sold ~$4.36M of EL shares in the open market
12. Sep 14, 2026Insider · 1 personInsiders: 3 sales (~$5.7M)
13. Sep 18, 20265% stakeEric Louis Zinterhofer filed an activist stake (13D) of 1.9%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Estée Lauder Companies (The)

For Estée Lauder Companies (The), OQRO holds 8 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 13 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its EL page.

How this filing works

• SEC Form 13F

Other disclosures at Estée Lauder Companies (The)

• SEC Schedule 13DSep 18, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 10, 2026

Everything OQRO holds on this company is on its EL page.