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

Exencial 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
2025
Q3 		– Sell
-6,269
Closed -$507K – 527
2025
Q2 		$507K Sell
6,269
-102,878
-94% -$6.62M 0.02% 367
2025
Q1 		$7.2M Buy
109,147
+2,200
+2% +$159K 0.27% 107
2024
Q4 		$8.02M Buy
106,947
+102,271
+2,187% +$8.08M 0.29% 101
2024
Q3 		$466K Buy
+4,676
New +$443K 0.02% 371

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Exencial Wealth Advisors's EL Position: Q3 2025 in Review

Exencial Wealth Advisors sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 6,269 shares — an estimated $507K sold.

Exencial Wealth Advisors first reported a position in EL in Q3 2024 and held it in 4 quarters. The position peaked at $8.02M in Q4 2024. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Exencial Wealth Advisors reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 6,269 Estee Lauder shares in Q3 2025, an estimated $507K.
  • Exencial Wealth Advisors first reported a position in Estee Lauder in Q3 2024 and held it in 4 quarters.
  • Exencial Wealth Advisors's Estee Lauder position peaked at $8.02M in Q4 2024.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Exencial Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.