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New Age Alpha Advisors’s Estee Lauder EL Stock Holding History

New Age Alpha 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
Q4 		– Sell
-2,004
Closed -$177K – 810
2025
Q3 		$177K Sell
2,004
-1,640
-45% -$146K 0.01% 659
2025
Q2 		$294K Buy
+3,644
New +$234K 0.01% 553

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Age Alpha Advisors's EL Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 2,004 shares — an estimated $177K sold.

New Age Alpha Advisors first reported a position in EL in Q2 2025 and held it in 2 quarters. The position peaked at $294K in Q2 2025. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 2,004 Estee Lauder shares in Q4 2025, an estimated $177K.
  • New Age Alpha Advisors first reported a position in Estee Lauder in Q2 2025 and held it in 2 quarters.
  • New Age Alpha Advisors's Estee Lauder position peaked at $294K in Q2 2025.
  • 889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.