AT
EL icon

Avalon Trust’s Estee Lauder EL Stock Holding History

Avalon Trust’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
Q4 		– Sell
-10
Closed -$882 – 502
2025
Q3 		$882 Buy
+10
New +$890 ﹤0.01% 510
2024
Q3 		– Sell
-40
Closed -$4.26K – 321
2024
Q2 		$4.26K Hold
40
– – ﹤0.01% 298
2024
Q1 		$6.17K Hold
40
– – ﹤0.01% 297
2023
Q4 		$5.85K Hold
40
– – ﹤0.01% 309
2023
Q3 		$5.78K Sell
40
-30
-43% -$5K ﹤0.01% 277
2023
Q2 		$13.7K Hold
70
– – ﹤0.01% 262
2023
Q1 		$17.3K Buy
+70
New +$17.8K ﹤0.01% 241

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avalon Trust's EL Position: Q4 2025 in Review

Avalon Trust sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 10 shares — an estimated $882 sold.

Avalon Trust first reported a position in EL in Q1 2023 and held it in 7 quarters. The position peaked at $17.3K in Q1 2023. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

  • Avalon Trust reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 10 Estee Lauder shares in Q4 2025, an estimated $882.
  • Avalon Trust first reported a position in Estee Lauder in Q1 2023 and held it in 7 quarters.
  • Avalon Trust's Estee Lauder position peaked at $17.3K in Q1 2023.
  • 889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.