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ORBA Wealth Advisors’s Estee Lauder EL Stock Holding History

ORBA Wealth 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
Q1 		– Sell
-2,800
Closed -$210K – 107
2024
Q4 		$210K Hold
2,800
– – 0.11% 101
2024
Q3 		$279K Hold
2,800
– – 0.14% 93
2024
Q2 		$298K Hold
2,800
– – 0.15% 82
2024
Q1 		$432K Hold
2,800
– – 0.24% 67
2023
Q4 		$410K Buy
+2,800
New +$372K 0.25% 61

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 $3.37T AUM 44.26% 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

ORBA Wealth Advisors's EL Position: Q1 2025 in Review

ORBA Wealth Advisors sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 2,800 shares — an estimated $210K sold.

ORBA Wealth Advisors first reported a position in EL in Q4 2023 and held it in 5 quarters. The position peaked at $432K in Q1 2024. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • ORBA Wealth Advisors reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 2,800 Estee Lauder shares in Q1 2025, an estimated $210K.
  • ORBA Wealth Advisors first reported a position in Estee Lauder in Q4 2023 and held it in 5 quarters.
  • ORBA Wealth Advisors's Estee Lauder position peaked at $432K in Q1 2024.
  • 793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on ORBA Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.