BPWM
EL icon

Badgley Phelps Wealth Managers’s Estee Lauder EL Stock Holding History

Badgley Phelps Wealth Managers’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 		$460K Buy
6,409
+2
+0% +$204 0.01% 252
2025
Q4 		$671K Hold
6,407
– – 0.01% 218
2025
Q3 		$565K Hold
6,407
– – 0.01% 218
2025
Q2 		$518K Sell
6,407
-8
-0.1% -$515 0.01% 214
2025
Q1 		$423K Buy
6,415
+8
+0.1% +$579 0.01% 225
2024
Q4 		$480K Sell
6,407
-52
-0.8% -$4.11K 0.01% 214
2024
Q3 		$644K Sell
6,459
-72
-1% -$6.83K 0.02% 193
2024
Q2 		$695K Sell
6,531
-530
-8% -$69.5K 0.02% 183
2024
Q1 		$1.09M Sell
7,061
-853
-11% -$121K 0.03% 163
2023
Q4 		$1.16M Sell
7,914
-40,078
-84% -$5.32M 0.03% 153
2023
Q3 		$6.94M Sell
47,992
-1,144
-2% -$191K 0.24% 100
2023
Q2 		$9.65M Sell
49,136
-1,289
-3% -$273K 0.32% 93
2023
Q1 		$12.4M Buy
50,425
+830
+2% +$211K 0.46% 75
2022
Q4 		$12.3M Sell
49,595
-867
-2% -$194K 0.49% 72
2022
Q3 		$10.9M Buy
50,462
+183
+0.4% +$46.7K 0.47% 71
2022
Q2 		$12.8M Sell
50,279
-1,459
-3% -$370K 0.53% 66
2022
Q1 		$14.1M Sell
51,738
-394
-0.8% -$119K 0.49% 69
2021
Q4 		$19.3M Buy
52,132
+1,458
+3% +$495K 0.63% 55
2021
Q3 		$15.2M Buy
+50,674
New +$16.6M 0.55% 63

Other funds holding EL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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