GDS Wealth Management’s Estee Lauder EL Stock Holding History

GDS Wealth 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
2026 Q1	$242K	Buy	3,376 +398	+13%	+$40.7K	0.01%	181
2025 Q4	$312K	Sell	2,978 -2,359	-44%	-$229K	0.02%	149
2025 Q3	$470K	Sell	5,337 -201,223	-97%	-$17.9M	0.03%	127
2025 Q2	$16.7M	Buy	206,560 +97,157	+89%	+$6.25M	1.22%	33
2025 Q1	$7.22M	Sell	109,403 -25,936	-19%	-$1.88M	0.62%	52
2024 Q4	$10.1M	Buy	135,339 +73,700	+120%	+$5.82M	0.92%	45
2024 Q3	$6.14M	Sell	61,639 -8,820	-13%	-$836K	0.6%	46
2024 Q2	$7.5M	Buy	70,459 +10,320	+17%	+$1.35M	0.82%	50
2024 Q1	$9.27M	Buy	60,139 +6,721	+13%	+$953K	1.09%	47
2023 Q4	$7.81M	Sell	53,418 -26,168	-33%	-$3.47M	1.05%	42
2023 Q3	$11.5M	Buy	79,586 +40,540	+104%	+$6.76M	1.81%	16
2023 Q2	$7.67M	Buy	39,046 +13,844	+55%	+$2.94M	1.24%	27
2023 Q1	$6.21M	Sell	25,202 -3,829	-13%	-$973K	1.1%	32
2022 Q4	$7.2M	Sell	29,031 -1,081	-4%	-$241K	1.38%	29
2022 Q3	$6.5M	Sell	30,112 -1,048	-3%	-$268K	1.45%	27
2022 Q2	$7.94M	Buy	31,160 +21,171	+212%	+$5.37M	1.78%	20
2022 Q1	$2.64M	Buy	9,989 +1,139	+13%	+$343K	0.58%	42
2021 Q4	$3.28M	Buy	+8,850	New	+$3M	0.73%	36

Other funds holding EL

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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