AWM
EL icon

Accredited Wealth Management’s Estee Lauder EL Stock Holding History

Accredited Wealth 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
2025
Q3 		– Sell
-75
Closed -$6.06K – 383
2025
Q2 		$6.06K Hold
75
– – ﹤0.01% 303
2025
Q1 		$4.95K Buy
75
+25
+50% +$1.81K ﹤0.01% 300
2024
Q4 		$3.75K Buy
+50
New +$3.95K ﹤0.01% 310

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accredited Wealth Management's EL Position: Q3 2025 in Review

Accredited Wealth Management sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 75 shares — an estimated $6.06K sold.

Accredited Wealth Management first reported a position in EL in Q4 2024 and held it in 3 quarters. The position peaked at $6.06K in Q2 2025. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Accredited Wealth Management reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 75 Estee Lauder shares in Q3 2025, an estimated $6.06K.
  • Accredited Wealth Management first reported a position in Estee Lauder in Q4 2024 and held it in 3 quarters.
  • Accredited Wealth Management's Estee Lauder position peaked at $6.06K in Q2 2025.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.