HWM
EL icon

HB Wealth Management’s Estee Lauder EL Stock Holding History

HB 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 		$332K Buy
4,619
+213
+5% +$21.8K ﹤0.01% 1173
2025
Q4 		$461K Buy
4,406
+554
+14% +$53.8K ﹤0.01% 935
2025
Q3 		$339K Buy
3,852
+436
+13% +$38.8K ﹤0.01% 1015
2025
Q2 		$276K Buy
3,416
+180
+6% +$11.6K ﹤0.01% 974
2025
Q1 		$214K Buy
3,236
+311
+11% +$22.5K ﹤0.01% 1115
2024
Q4 		$219K Buy
2,925
+553
+23% +$43.7K ﹤0.01% 943
2024
Q3 		$236K Sell
2,372
-888
-27% -$84.2K ﹤0.01% 835
2024
Q2 		$347K Sell
3,260
-1,312
-29% -$172K ﹤0.01% 660
2024
Q1 		$705K Buy
4,572
+1,458
+47% +$207K 0.01% 411
2023
Q4 		$455K Sell
3,114
-156
-5% -$20.7K 0.01% 488
2023
Q3 		$473K Buy
3,270
+1,326
+68% +$221K 0.01% 447
2023
Q2 		$382K Sell
1,944
-738
-28% -$157K 0.01% 487
2023
Q1 		$661K Buy
2,682
+242
+10% +$61.5K 0.01% 358
2022
Q4 		$605K Buy
2,440
+50
+2% +$11.2K 0.01% 358
2022
Q3 		$516K Buy
2,390
+434
+22% +$111K 0.01% 332
2022
Q2 		$498K Buy
1,956
+359
+22% +$91.1K 0.01% 341
2022
Q1 		$435K Buy
1,597
+588
+58% +$177K 0.01% 372
2021
Q4 		$374K Buy
+1,009
New +$342K 0.01% 348

Other funds holding EL

BlackRock
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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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