CWM
EL icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return