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Oak Harbor Wealth Partners’s Estee Lauder EL Stock Holding History

Oak Harbor Wealth Partners’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
-3,853
Closed -$289K – 248
2024
Q4 		$289K Sell
3,853
-1,632
-30% -$129K 0.08% 147
2024
Q3 		$547K Buy
5,485
+2,108
+62% +$200K 0.16% 114
2024
Q2 		$359K Buy
3,377
+280
+9% +$36.7K 0.11% 124
2024
Q1 		$477K Buy
3,097
+366
+13% +$51.9K 0.15% 113
2023
Q4 		$399K Buy
2,731
+206
+8% +$27.3K 0.13% 123
2023
Q3 		$365K Buy
2,525
+246
+11% +$41K 0.13% 122
2023
Q2 		$448K Sell
2,279
-12
-0.5% -$2.55K 0.15% 119
2023
Q1 		$565K Buy
2,291
+456
+25% +$116K 0.21% 102
2022
Q4 		$455K Sell
1,835
-171
-9% -$38.2K 0.17% 107
2022
Q3 		$433K Buy
2,006
+174
+9% +$44.4K 0.17% 102
2022
Q2 		$467K Buy
1,832
+509
+38% +$129K 0.19% 94
2022
Q1 		$360K Buy
1,323
+360
+37% +$108K 0.12% 120
2021
Q4 		$357K Buy
+963
New +$327K 0.12% 118

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Oak Harbor Wealth Partners's EL Position: Q1 2025 in Review

Oak Harbor Wealth Partners sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 3,853 shares — an estimated $289K sold.

Oak Harbor Wealth Partners first reported a position in EL in Q4 2021 and held it in 13 quarters. The position peaked at $565K in Q1 2023. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Oak Harbor Wealth Partners reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 3,853 Estee Lauder shares in Q1 2025, an estimated $289K.
  • Oak Harbor Wealth Partners first reported a position in Estee Lauder in Q4 2021 and held it in 13 quarters.
  • Oak Harbor Wealth Partners's Estee Lauder position peaked at $565K in Q1 2023.
  • 793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2025, filed 12 May 2025.