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Bard Financial Services’s Estee Lauder EL Stock Holding History

Bard Financial 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
Q3 		$1.77M Sell
20,055
-15,950
-44% -$1.42M 0.19% 93
2025
Q2 		$2.91M Sell
36,005
-300
-0.8% -$19.3K 0.35% 71
2025
Q1 		$2.4M Buy
36,305
+10,285
+40% +$744K 0.29% 79
2024
Q4 		$1.95M Buy
26,020
+8,070
+45% +$637K 0.23% 89
2024
Q3 		$1.79M Buy
+17,950
New +$1.7M 0.21% 92

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's EL Position: Q3 2025 in Review

Bard Financial Services reduced its Estee Lauder (EL) stake by 44% in Q3 2025, selling an estimated $1.42M and leaving 20,055 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #93.

Bard Financial Services first reported a position in EL in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.91M in Q2 2025. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Bard Financial Services held 20,055 shares of Estee Lauder worth $1.77M as of Q3 2025.
  • Bard Financial Services sold 15,950 Estee Lauder shares in Q3 2025, an estimated $1.42M.
  • Estee Lauder made up 0.19% of Bard Financial Services's portfolio in Q3 2025, its #93 holding.
  • Bard Financial Services first reported a position in Estee Lauder in Q3 2024 and has held it in 5 quarters since.
  • Bard Financial Services's Estee Lauder position peaked at $2.91M in Q2 2025.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.