AIM
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Advyzon Investment Management’s Estee Lauder EL Stock Holding History

Advyzon Investment 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
2026
Q1 		– Sell
-2,157
Closed -$226K – 689
2025
Q4 		$226K Buy
+2,157
New +$209K 0.03% 530

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VCM
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Bank of America
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Advyzon Investment Management's EL Position: Q1 2026 in Review

Advyzon Investment Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,157 shares — an estimated $226K sold.

Advyzon Investment Management first reported a position in EL in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Advyzon Investment Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 2,157 Estee Lauder shares in Q1 2026, an estimated $226K.
  • Advyzon Investment Management first reported a position in Estee Lauder in Q4 2025 and held it in 1 quarter.
  • Advyzon Investment Management's Estee Lauder position peaked at $226K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.