Focus Partners Wealth
EL icon

Focus Partners Wealth’s Estee Lauder EL Stock Holding History

Focus Partners Wealth’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 		$431K Sell
6,000
-2,736
-31% -$280K ﹤0.01% 2005
2025
Q4 		$915K Buy
8,736
+5,537
+173% +$537K ﹤0.01% 1670
2025
Q3 		$282K Sell
3,199
-2,812
-47% -$250K ﹤0.01% 1877
2025
Q2 		$486K Buy
6,011
+2,934
+95% +$189K ﹤0.01% 1455
2025
Q1 		$203K Sell
3,077
-3,593
-54% -$260K ﹤0.01% 1745
2024
Q4 		$500K Sell
6,670
-22,359
-77% -$1.77M ﹤0.01% 1323
2024
Q3 		$15.8M Buy
29,029
+8,899
+44% +$844K 0.05% 319
2024
Q2 		$2.09M Buy
20,130
+12,802
+175% +$1.68M 0.01% 642
2024
Q1 		$1.13M Buy
7,328
+5,931
+425% +$841K 0.01% 583
2023
Q4 		$204K Buy
+1,397
New +$185K ﹤0.01% 756

Other funds holding EL

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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VCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
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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