OW
EL icon

Olistico Wealth’s Estee Lauder EL Stock Holding History

Olistico 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
Q2 		– Sell
-993
Closed -$65.5K – 371
2025
Q1 		$65.5K Hold
993
– – 0.04% 149
2024
Q4 		$74.5K Hold
993
– – 0.04% 140
2024
Q3 		$99K Hold
993
– – 0.06% 130
2024
Q2 		$106K Buy
+993
New +$130K 0.07% 125
2023
Q2 		– Sell
-993
Closed -$245K – 112
2023
Q1 		$245K Hold
993
– – 0.23% 90
2022
Q4 		$246K Buy
+993
New +$222K 0.27% 85

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Olistico Wealth's EL Position: Q2 2025 in Review

Olistico Wealth sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 993 shares — an estimated $65.5K sold.

Olistico Wealth first reported a position in EL in Q4 2022 and held it in 6 quarters. The position peaked at $246K in Q4 2022. 809 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • Olistico Wealth reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
  • Olistico Wealth sold 993 Estee Lauder shares in Q2 2025, an estimated $65.5K.
  • Olistico Wealth first reported a position in Estee Lauder in Q4 2022 and held it in 6 quarters.
  • Olistico Wealth's Estee Lauder position peaked at $246K in Q4 2022.
  • 809 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Olistico Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.