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Graybill Wealth Management’s Estee Lauder EL Stock Holding History

Graybill 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
2025
Q2 		– Sell
-272
Closed -$18K – 102
2025
Q1 		$18K Buy
+272
New +$19.7K 0.01% 124

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graybill Wealth Management's EL Position: Q2 2025 in Review

Graybill Wealth Management sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 272 shares — an estimated $18K sold.

Graybill Wealth Management first reported a position in EL in Q1 2025 and held it in 1 quarter. The position peaked at $18K in Q1 2025. 809 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • Graybill Wealth Management reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 272 Estee Lauder shares in Q2 2025, an estimated $18K.
  • Graybill Wealth Management first reported a position in Estee Lauder in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's Estee Lauder position peaked at $18K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.