Beacon Pointe Advisors’s Estee Lauder EL Stock Holding History

Beacon Pointe Advisors’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	$1.84M	Buy	25,658 +7,254	+39%	+$741K	0.01%	759
2025 Q4	$1.93M	Buy	18,404 +183	+1%	+$17.8K	0.01%	618
2025 Q3	$1.61M	Buy	18,221 +2,484	+16%	+$221K	0.01%	599
2025 Q2	$1.27M	Sell	15,737 -3,756	-19%	-$242K	0.01%	592
2025 Q1	$1.29M	Buy	19,493 +2,295	+13%	+$166K	0.01%	570
2024 Q4	$1.29M	Sell	17,198 -7,004	-29%	-$553K	0.01%	573
2024 Q3	$2.41M	Buy	24,202 +6,254	+35%	+$593K	0.03%	431
2024 Q2	$1.91M	Buy	17,948 +2,825	+19%	+$371K	0.02%	487
2024 Q1	$2.33M	Sell	15,123 -25,288	-63%	-$3.59M	0.03%	460
2023 Q4	$5.91M	Sell	40,411 -4,451	-10%	-$591K	0.07%	242
2023 Q3	$6.48M	Buy	44,862 +7,392	+20%	+$1.23M	0.08%	221
2023 Q2	$7.36M	Sell	37,470 -5,531	-13%	-$1.17M	0.12%	164
2023 Q1	$10.6M	Buy	43,001 +23,048	+116%	+$5.86M	0.18%	121
2022 Q4	$4.95M	Buy	19,953 +7,525	+61%	+$1.68M	0.1%	194
2022 Q3	$2.69M	Buy	12,428 +189	+2%	+$48.3K	0.06%	260
2022 Q2	$3.12M	Sell	12,239 -144	-1%	-$36.5K	0.07%	248
2022 Q1	$3.37M	Sell	12,383 -108	-0.9%	-$32.5K	0.05%	329
2021 Q4	$4.62M	Sell	12,491 -119	-0.9%	-$40.4K	0.12%	148
2021 Q3	$3.78M	Buy	12,610 +11,168	+774%	+$3.65M	0.09%	198
2021 Q2	$459K	Buy	+1,442	New	+$437K	0.02%	505

Other funds holding EL

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return