FAM
EL icon

Formidable Asset Management’s Estee Lauder EL Stock Holding History

Formidable Asset 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
Q3 		– Sell
-3,494
Closed -$231K – 398
2025
Q2 		$231K Hold
3,494
– – 0.04% 348
2025
Q1 		$231K Sell
3,494
-149
-4% -$10.8K 0.04% 348
2024
Q4 		$273K Sell
3,643
-2,091
-36% -$165K 0.04% 312
2024
Q3 		$572K Buy
5,734
+388
+7% +$36.8K 0.09% 200
2024
Q2 		$569K Sell
5,346
-459
-8% -$60.2K 0.09% 210
2024
Q1 		$895K Buy
+5,805
New +$824K 0.15% 145

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

Formidable Asset Management's EL Position: Q3 2025 in Review

Formidable Asset Management sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 3,494 shares — an estimated $231K sold.

Formidable Asset Management first reported a position in EL in Q1 2024 and held it in 6 quarters. The position peaked at $895K in Q1 2024. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Formidable Asset Management reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Formidable Asset Management sold 3,494 Estee Lauder shares in Q3 2025, an estimated $231K.
  • Formidable Asset Management first reported a position in Estee Lauder in Q1 2024 and held it in 6 quarters.
  • Formidable Asset Management's Estee Lauder position peaked at $895K in Q1 2024.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Formidable Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.