AAS
EL icon

Avantax Advisory Services’s Estee Lauder EL Stock Holding History

Avantax Advisory Services’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
Q2 		$1.5M Buy
18,532
+6,387
+53% +$411K 0.01% 941
2025
Q1 		$802K Buy
+12,145
New +$878K ﹤0.01% 1203
2024
Q4 		– Sell
-2,687
Closed -$268K – 2205
2024
Q3 		$268K Sell
2,687
-11,622
-81% -$1.1M ﹤0.01% 1836
2024
Q2 		$1.52M Buy
14,309
+10,666
+293% +$1.4M 0.01% 773
2024
Q1 		$562K Buy
3,643
+160
+5% +$22.7K 0.01% 982
2023
Q4 		$509K Sell
3,483
-700
-17% -$92.9K 0.01% 969
2023
Q3 		$605K Buy
4,183
+1,135
+37% +$189K 0.01% 868
2023
Q2 		$598K Buy
3,048
+142
+5% +$30.1K 0.01% 879
2023
Q1 		$716K Buy
2,906
+154
+6% +$39.1K 0.01% 779
2022
Q4 		$683K Buy
2,752
+347
+14% +$77.5K 0.01% 748
2022
Q3 		$519K Buy
2,405
+73
+3% +$18.6K 0.01% 758
2022
Q2 		$594K Sell
2,332
-96
-4% -$24.4K 0.01% 712
2022
Q1 		$660K Buy
2,428
+10
+0.4% +$3.01K 0.01% 684
2021
Q4 		$895K Buy
2,418
+207
+9% +$70.3K 0.01% 555
2021
Q3 		$662K Sell
2,211
-16
-0.7% -$5.23K 0.01% 618
2021
Q2 		$708K Buy
2,227
+40
+2% +$12.1K 0.01% 570
2021
Q1 		$636K Buy
2,187
+1,253
+134% +$343K 0.01% 550
2020
Q4 		$248K Sell
934
-257
-22% -$61.8K 0.01% 808
2020
Q3 		$260K Buy
+1,191
New +$245K ﹤0.01% 1096

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's EL Position: Q2 2025 in Review

Avantax Advisory Services increased its Estee Lauder (EL) stake by 53% in Q2 2025, buying an estimated $411K and bringing the position to 18,532 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #941.

Avantax Advisory Services first reported a position in EL in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.52M in Q2 2024. 809 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • Avantax Advisory Services held 18,532 shares of Estee Lauder worth $1.5M as of Q2 2025.
  • Avantax Advisory Services bought 6,387 Estee Lauder shares in Q2 2025, an estimated $411K.
  • Estee Lauder made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #941 holding.
  • Avantax Advisory Services first reported a position in Estee Lauder in Q3 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's Estee Lauder position peaked at $1.52M in Q2 2024.
  • 809 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.