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Mowery & Schoenfeld Wealth Management’s e.l.f. Beauty ELF Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,100
Closed -$69.1K – 409
2025
Q1 		$69.1K Buy
+1,100
New +$95.8K 0.14% 107

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ELF Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of e.l.f. Beauty (ELF) in Q2 2025, closing a stake of 1,100 shares — an estimated $69.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ELF in Q1 2025 and held it in 1 quarter. The position peaked at $69.1K in Q1 2025. 497 funds tracked by Wall St. Rank hold ELF as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining e.l.f. Beauty position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,100 e.l.f. Beauty shares in Q2 2025, an estimated $69.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in e.l.f. Beauty in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's e.l.f. Beauty position peaked at $69.1K in Q1 2025.
  • 497 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.