Congress Wealth Management’s Estee Lauder EL Stock Holding History

Congress 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	$552K	Buy	+6,833	New	+$440K	0.01%	892
2023 Q4	–	Sell	-37,729	Closed	-$5.45M	–	620
2023 Q3	$5.45M	Sell	37,729 -36,829	-49%	-$6.14M	0.11%	205
2023 Q2	$14.6M	Buy	74,558 +761	+1%	+$161K	0.34%	71
2023 Q1	$18.2M	Buy	73,797 +43,276	+142%	+$11M	0.44%	49
2022 Q4	$7.57M	Sell	30,521 -1,875	-6%	-$419K	0.19%	151
2022 Q3	$6.99M	Buy	32,396 +2,634	+9%	+$672K	0.19%	160
2022 Q2	$7.58M	Buy	29,762 +557	+2%	+$141K	0.19%	154
2022 Q1	$7.96M	Buy	29,205 +2,128	+8%	+$640K	0.17%	166
2021 Q4	$10M	Buy	+27,077	New	+$9.19M	0.2%	149

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Estee Lauder (EL) in Q2 2025: 6,833 shares worth $552K. The stake represents 0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in EL as recently as Q3 2023.

Congress Wealth Management first reported a position in EL in Q4 2021 and has held it in 9 quarters since. The position peaked at $18.2M in Q1 2023. 810 funds tracked by Wall St. Rank hold EL as of Q2 2025.

Congress Wealth Management held 6,833 shares of Estee Lauder worth $552K as of Q2 2025.
Estee Lauder was a new Congress Wealth Management position in Q2 2025.
Estee Lauder made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #892 holding.
Congress Wealth Management first reported a position in Estee Lauder in Q4 2021 and has held it in 9 quarters since.
Congress Wealth Management's Estee Lauder position peaked at $18.2M in Q1 2023.
810 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.