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Caliber Wealth Management (Kansas)’s Estee Lauder EL Stock Holding History

Caliber Wealth Management (Kansas)’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 		$236K Sell
3,285
-702
-18% -$71.7K 0.03% 246
2025
Q4 		$417K Sell
3,987
-141
-3% -$13.7K 0.04% 190
2025
Q3 		$364K Sell
4,128
-440
-10% -$39.2K 0.04% 196
2025
Q2 		$369K Sell
4,568
-12,362
-73% -$795K 0.04% 211
2025
Q1 		$1.12M Buy
+16,930
New +$1.22M 0.15% 122

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s EL Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) reduced its Estee Lauder (EL) stake by 18% in Q1 2026, selling an estimated $71.7K and leaving 3,285 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #246.

Caliber Wealth Management (Kansas) first reported a position in EL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 3,285 shares of Estee Lauder worth $236K as of Q1 2026.
  • Caliber Wealth Management (Kansas) sold 702 Estee Lauder shares in Q1 2026, an estimated $71.7K.
  • Estee Lauder made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #246 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Estee Lauder in Q1 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s Estee Lauder position peaked at $1.12M in Q1 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.