Bernard Wealth Management’s Estee Lauder EL Stock Holding History

Bernard Wealth Management’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	–	Sell	-3	Closed	-$198	–	335
2025 Q1	$198	Buy	+3	New	+$217	﹤0.01%	376

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bernard Wealth Management's EL Position: Q2 2025 in Review

Bernard Wealth Management sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 3 shares — an estimated $198 sold.

Bernard Wealth Management first reported a position in EL in Q1 2025 and held it in 1 quarter. The position peaked at $198 in Q1 2025. 809 funds tracked by Wall St. Rank hold EL as of Q2 2025.

Bernard Wealth Management reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 3 Estee Lauder shares in Q2 2025, an estimated $198.
Bernard Wealth Management first reported a position in Estee Lauder in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Estee Lauder position peaked at $198 in Q1 2025.
809 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.