Everpar Advisors’s Estee Lauder EL Stock Holding History

Everpar Advisors’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 Q4	–	Sell	-2,283	Closed	-$201K	–	280
2025 Q3	$201K	Buy	+2,283	New	+$203K	0.08%	272

Other funds holding EL

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Everpar Advisors's EL Position: Q4 2025 in Review

Everpar Advisors sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 2,283 shares — an estimated $201K sold.

Everpar Advisors first reported a position in EL in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 888 funds tracked by Wall St. Rank hold EL as of Q4 2025.

Everpar Advisors reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
Everpar Advisors sold 2,283 Estee Lauder shares in Q4 2025, an estimated $201K.
Everpar Advisors first reported a position in Estee Lauder in Q3 2025 and held it in 1 quarter.
Everpar Advisors's Estee Lauder position peaked at $201K in Q3 2025.
888 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.