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Orion Portfolio Solutions’s Estee Lauder EL Stock Holding History

Orion Portfolio Solutions’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 		$220K Buy
3,329
+126
+4% +$9.11K ﹤0.01% 1767
2024
Q4 		$240K Buy
3,203
+776
+32% +$61.3K ﹤0.01% 1669
2024
Q3 		$242K Sell
2,427
-2,922
-55% -$277K ﹤0.01% 1626
2024
Q2 		$569K Sell
5,349
-430
-7% -$56.4K 0.01% 1234
2024
Q1 		$891K Buy
5,779
+347
+6% +$49.2K 0.01% 1041
2023
Q4 		$755K Buy
5,432
+723
+15% +$96K 0.01% 1058
2023
Q3 		$681K Sell
4,709
-3,863
-45% -$644K 0.01% 1081
2023
Q2 		$1.68M Sell
8,572
-1,799
-17% -$382K 0.02% 732
2023
Q1 		$2.56M Buy
10,371
+9,559
+1,177% +$2.43M 0.03% 496
2022
Q4 		$201K Buy
+812
New +$181K 0.01% 774
2022
Q1 		– Sell
-663
Closed -$245K – 702
2021
Q4 		$245K Buy
+663
New +$225K 0.01% 630
2020
Q3 		– Sell
-743
Closed -$140K – 878
2020
Q2 		$140K Buy
743
+390
+110% +$69.7K 0.01% 474
2020
Q1 		$56K Buy
353
+37
+12% +$7.14K ﹤0.01% 562
2019
Q4 		$65K Buy
+316
New +$61.4K 0.01% 499

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

Orion Portfolio Solutions's EL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Estee Lauder (EL) stake by 3.9% in Q1 2025, buying an estimated $9.11K and bringing the position to 3,329 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Orion Portfolio Solutions first reported a position in EL in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.56M in Q1 2023. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Orion Portfolio Solutions held 3,329 shares of Estee Lauder worth $220K as of Q1 2025.
  • Orion Portfolio Solutions bought 126 Estee Lauder shares in Q1 2025, an estimated $9.11K.
  • Estee Lauder made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1767 holding.
  • Orion Portfolio Solutions first reported a position in Estee Lauder in Q4 2019 and has held it in 14 quarters since.
  • Orion Portfolio Solutions's Estee Lauder position peaked at $2.56M in Q1 2023.
  • 793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.