Lauer Wealth’s Estee Lauder EL Stock Holding History

Lauer Wealth’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	-3,086	Closed	-$275K	–	68
2025 Q2	$275K	Buy	+3,086	New	+$199K	0.23%	40

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lauer Wealth's EL Position: Q3 2025 in Review

Lauer Wealth sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 3,086 shares — an estimated $275K sold.

Lauer Wealth first reported a position in EL in Q2 2025 and held it in 1 quarter. The position peaked at $275K in Q2 2025. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

Lauer Wealth reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
Lauer Wealth sold 3,086 Estee Lauder shares in Q3 2025, an estimated $275K.
Lauer Wealth first reported a position in Estee Lauder in Q2 2025 and held it in 1 quarter.
Lauer Wealth's Estee Lauder position peaked at $275K in Q2 2025.
821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Lauer Wealth's 13F filing for Q3 2025, filed 20 Oct 2025.