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National Wealth Management Group’s Estee Lauder EL Stock Holding History

National Wealth Management Group’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
-6,183
Closed -$464K – 156
2024
Q4 		$464K Buy
+6,183
New +$488K 0.31% 75

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

National Wealth Management Group's EL Position: Q1 2025 in Review

National Wealth Management Group sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 6,183 shares — an estimated $464K sold.

National Wealth Management Group first reported a position in EL in Q4 2024 and held it in 1 quarter. The position peaked at $464K in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • National Wealth Management Group reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 6,183 Estee Lauder shares in Q1 2025, an estimated $464K.
  • National Wealth Management Group first reported a position in Estee Lauder in Q4 2024 and held it in 1 quarter.
  • National Wealth Management Group's Estee Lauder position peaked at $464K in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.