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Bellwether Advisors’s Estee Lauder EL Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-1
Closed -$81 – 269
2025
Q2 		$81 Sell
1
-102
-99% -$6.56K ﹤0.01% 585
2025
Q1 		$6.8K Sell
103
-22,592
-100% -$1.63M ﹤0.01% 349
2024
Q4 		$1.7M Buy
22,695
+14,328
+171% +$1.13M 0.3% 51
2024
Q3 		$834K Buy
+8,367
New +$793K 0.16% 70
2023
Q1 		– Sell
-336
Closed -$83.4K – 502
2022
Q4 		$83.4K Buy
+336
New +$75K 0.02% 162
2022
Q2 		– Sell
-3,219
Closed -$876K – 453
2022
Q1 		$876K Buy
3,219
+3,210
+35,667% +$966K 0.26% 69
2021
Q4 		$3K Sell
9
-1,583
-99% -$537K ﹤0.01% 448
2021
Q3 		$477K Buy
+1,592
New +$520K 0.16% 105

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellwether Advisors's EL Position: Q3 2025 in Review

Bellwether Advisors sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 1 share — an estimated $81 sold.

Bellwether Advisors first reported a position in EL in Q3 2021 and held it in 8 quarters. The position peaked at $1.7M in Q4 2024. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Bellwether Advisors reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1 Estee Lauder share in Q3 2025, an estimated $81.
  • Bellwether Advisors first reported a position in Estee Lauder in Q3 2021 and held it in 8 quarters.
  • Bellwether Advisors's Estee Lauder position peaked at $1.7M in Q4 2024.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.