GeoWealth Management’s Estee Lauder EL Stock Holding History

GeoWealth 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	–	Sell	-1,855	Closed	-$194K	–	866
2025 Q4	$194K	Buy	+1,855	New	+$180K	0.01%	677
2025 Q3	–	Sell	-1,721	Closed	-$139K	–	890
2025 Q2	$139K	Buy	1,721 +1,142	+197%	+$73.5K	0.01%	741
2025 Q1	$38.2K	Buy	579 +253	+78%	+$18.3K	﹤0.01%	923
2024 Q4	$24.4K	Sell	326 -645	-66%	-$50.9K	﹤0.01%	1337
2024 Q3	$96.8K	Buy	+971	New	+$92K	﹤0.01%	900

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

GeoWealth Management's EL Position: Q1 2026 in Review

GeoWealth Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 1,855 shares — an estimated $194K sold.

GeoWealth Management first reported a position in EL in Q3 2024 and held it in 5 quarters. The position peaked at $194K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

GeoWealth Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
GeoWealth Management sold 1,855 Estee Lauder shares in Q1 2026, an estimated $194K.
GeoWealth Management first reported a position in Estee Lauder in Q3 2024 and held it in 5 quarters.
GeoWealth Management's Estee Lauder position peaked at $194K in Q4 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.