KLI
EL icon

Kelman-Lazarov Inc’s Estee Lauder EL Stock Holding History

Kelman-Lazarov Inc’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
Q3 		– Sell
-3,368
Closed -$272K – 134
2025
Q2 		$272K Sell
3,368
-762
-18% -$49K 0.04% 105
2025
Q1 		$273K Buy
+4,130
New +$299K 0.05% 97

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelman-Lazarov Inc's EL Position: Q3 2025 in Review

Kelman-Lazarov Inc sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 3,368 shares — an estimated $272K sold.

Kelman-Lazarov Inc first reported a position in EL in Q1 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2025. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Kelman-Lazarov Inc reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,368 Estee Lauder shares in Q3 2025, an estimated $272K.
  • Kelman-Lazarov Inc first reported a position in Estee Lauder in Q1 2025 and held it in 2 quarters.
  • Kelman-Lazarov Inc's Estee Lauder position peaked at $273K in Q1 2025.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2025, filed 12 Nov 2025.