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Partnership Wealth Management’s Estee Lauder EL Stock Holding History

Partnership Wealth Management’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
Q3 		– Sell
-16,357
Closed -$1.32M – 71
2025
Q2 		$1.32M Buy
16,357
+1,643
+11% +$106K 1.07% 26
2025
Q1 		$971K Buy
14,714
+783
+6% +$56.6K 0.82% 30
2024
Q4 		$1.04M Buy
13,931
+3,235
+30% +$255K 0.87% 31
2024
Q3 		$1.07M Sell
10,696
-506
-5% -$48K 0.75% 28
2024
Q2 		$1.19M Buy
+11,202
New +$1.47M 0.88% 30

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Partnership Wealth Management's EL Position: Q3 2025 in Review

Partnership Wealth Management sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 16,357 shares — an estimated $1.32M sold.

Partnership Wealth Management first reported a position in EL in Q2 2024 and held it in 5 quarters. The position peaked at $1.32M in Q2 2025. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Partnership Wealth Management reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Partnership Wealth Management sold 16,357 Estee Lauder shares in Q3 2025, an estimated $1.32M.
  • Partnership Wealth Management first reported a position in Estee Lauder in Q2 2024 and held it in 5 quarters.
  • Partnership Wealth Management's Estee Lauder position peaked at $1.32M in Q2 2025.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Partnership Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.