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Caldwell Trust’s Estee Lauder EL Stock Holding History

Caldwell Trust’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
-90
Closed -$5.94K – 750
2025
Q1 		$5.94K Buy
+90
New +$6.51K ﹤0.01% 676
2023
Q3 		– Sell
-40
Closed -$7.86K – 720
2023
Q2 		$7.86K Sell
40
-142
-78% -$30.1K ﹤0.01% 644
2023
Q1 		$44.9K Buy
182
+142
+355% +$36.1K 0.01% 451
2022
Q4 		$9.92K Hold
40
– – ﹤0.01% 616
2022
Q3 		$8.64K Hold
40
– – ﹤0.01% 622
2022
Q2 		$10.2K Hold
40
– – ﹤0.01% 626
2022
Q1 		$10.9K Sell
40
-6
-13% -$1.8K ﹤0.01% 634
2021
Q4 		$17K Buy
46
+6
+15% +$2.04K ﹤0.01% 585
2021
Q3 		$12K Buy
+40
New +$13.1K ﹤0.01% 625

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's EL Position: Q2 2025 in Review

Caldwell Trust sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 90 shares — an estimated $5.94K sold.

Caldwell Trust first reported a position in EL in Q3 2021 and held it in 9 quarters. The position peaked at $44.9K in Q1 2023. 810 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • Caldwell Trust reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
  • Caldwell Trust sold 90 Estee Lauder shares in Q2 2025, an estimated $5.94K.
  • Caldwell Trust first reported a position in Estee Lauder in Q3 2021 and held it in 9 quarters.
  • Caldwell Trust's Estee Lauder position peaked at $44.9K in Q1 2023.
  • 810 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Caldwell Trust's 13F filing for Q2 2025, filed 22 Sep 2025.