HWA
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Heritage Wealth Advisors’s Estee Lauder EL Stock Holding History

Heritage Wealth Advisors’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
Q1 		– Sell
-539
Closed -$40.4K – 601
2024
Q4 		$40.4K Sell
539
-333
-38% -$26.3K ﹤0.01% 333
2024
Q3 		$86.9K Buy
872
+8
+0.9% +$758 ﹤0.01% 278
2024
Q2 		$91.9K Hold
864
– – ﹤0.01% 258
2024
Q1 		$133K Sell
864
-165
-16% -$23.4K 0.01% 241
2023
Q4 		$150K Sell
1,029
-135
-12% -$17.9K 0.01% 236
2023
Q3 		$168K Sell
1,164
-718
-38% -$120K 0.01% 211
2023
Q2 		$370K Hold
1,882
– – 0.02% 150
2023
Q1 		$464K Hold
1,882
– – 0.03% 136
2022
Q4 		$467K Sell
1,882
-156
-8% -$34.8K 0.03% 132
2022
Q3 		$440K Buy
2,038
+1,268
+165% +$324K 0.03% 129
2022
Q2 		$196K Buy
770
+380
+97% +$96.4K 0.01% 201
2022
Q1 		$106K Sell
390
-2,300
-86% -$692K 0.01% 248
2021
Q4 		$996K Hold
2,690
– – 0.05% 95
2021
Q3 		$807K Hold
2,690
– – 0.05% 102
2021
Q2 		$856K Hold
2,690
– – 0.05% 94
2021
Q1 		$782K Sell
2,690
-5,334
-66% -$1.46M 0.05% 104
2020
Q4 		$2.14M Buy
8,024
+7,754
+2,872% +$1.87M 0.13% 56
2020
Q3 		$58.9K Hold
270
– – 0.01% 253
2020
Q2 		$50.9K Hold
270
– – 0.01% 253
2020
Q1 		$43K Sell
270
-13
-5% -$2.51K 0.01% 259
2019
Q4 		$58.5K Buy
283
+13
+5% +$2.52K 0.01% 288
2019
Q3 		$53K Hold
270
– – 0.01% 271
2019
Q2 		$49.4K Buy
270
+33
+14% +$5.64K 0.01% 256
2019
Q1 		$39.2K Hold
237
– – 0.01% 250
2018
Q4 		$30K Hold
237
– – 0.01% 231
2018
Q3 		$34K Buy
+237
New +$32.9K 0.01% 227

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Heritage Wealth Advisors's EL Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 539 shares — an estimated $40.4K sold.

Heritage Wealth Advisors first reported a position in EL in Q3 2018 and held it in 26 quarters. The position peaked at $2.14M in Q4 2020. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 539 Estee Lauder shares in Q1 2025, an estimated $40.4K.
  • Heritage Wealth Advisors first reported a position in Estee Lauder in Q3 2018 and held it in 26 quarters.
  • Heritage Wealth Advisors's Estee Lauder position peaked at $2.14M in Q4 2020.
  • 793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.