EWA
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EverSource Wealth Advisors’s Estee Lauder EL Stock Holding History

EverSource Wealth 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
2026
Q1 		$96.8K Buy
1,349
+370
+38% +$37.8K ﹤0.01% 1448
2025
Q4 		$103K Sell
979
-17
-2% -$1.65K ﹤0.01% 1297
2025
Q3 		$87.7K Sell
996
-1
-0.1% -$89 ﹤0.01% 1357
2025
Q2 		$80.6K Buy
997
+188
+23% +$12.1K ﹤0.01% 1324
2025
Q1 		$53.4K Sell
809
-1,133
-58% -$82K ﹤0.01% 1207
2024
Q4 		$146K Buy
1,942
+1,565
+415% +$124K 0.01% 783
2024
Q3 		$37.6K Buy
377
+120
+47% +$11.4K ﹤0.01% 1187
2024
Q2 		$25.6K Sell
257
-394
-61% -$51.7K ﹤0.01% 1384
2024
Q1 		$95.4K Sell
651
-16
-2% -$2.27K 0.01% 724
2023
Q4 		$97.5K Buy
667
+96
+17% +$12.7K 0.01% 646
2023
Q3 		$82.4K Buy
571
+81
+17% +$13.5K 0.01% 640
2023
Q2 		$96.2K Sell
490
-139
-22% -$29.5K 0.01% 593
2023
Q1 		$155K Sell
629
-508
-45% -$129K 0.02% 427
2022
Q4 		$282K Buy
1,137
+87
+8% +$19.4K 0.04% 293
2022
Q3 		$227K Sell
1,050
-254
-19% -$64.8K 0.05% 282
2022
Q2 		$332K Buy
1,304
+398
+44% +$101K 0.09% 198
2022
Q1 		$246K Buy
906
+455
+101% +$137K 0.06% 233
2021
Q4 		$166K Buy
+451
New +$153K 0.05% 251

Other funds holding EL

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
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