Rise Advisors’s Estee Lauder EL Stock Holding History

Rise 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 Q4	–	Sell	-212	Closed	-$18.7K	–	511
2025 Q3	$18.7K	Buy	212 +7	+3%	+$623	0.01%	620
2025 Q2	$16.6K	Sell	205 -13	-6%	-$836	0.01%	652
2025 Q1	$14.4K	Buy	218 +57	+35%	+$4.12K	0.01%	722
2024 Q4	$12K	Buy	161 +1	+0.6%	+$79	0.01%	934
2024 Q3	$15.9K	Buy	160 +1	+0.6%	+$95	0.01%	836
2024 Q2	$16.9K	Buy	159 +1	+0.6%	+$131	0.01%	747
2024 Q1	$24.3K	Buy	+158	New	+$22.4K	0.01%	510
2023 Q4	–	Sell	-68	Closed	-$9.79K	–	634
2023 Q3	$9.79K	Buy	68 +1	+1%	+$167	0.01%	317
2023 Q2	$13.2K	Hold	67	–	–	0.01%	302
2023 Q1	$16.6K	Hold	67	–	–	0.01%	281
2022 Q4	$16.6K	Hold	67	–	–	0.01%	269
2022 Q3	$14K	Hold	67	–	–	0.01%	288
2022 Q2	$17K	Buy	67 +1	+2%	+$254	0.02%	260
2022 Q1	$18K	Hold	66	–	–	0.02%	252
2021 Q4	$24.6K	Buy	+66	New	+$22.4K	0.02%	222

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's EL Position: Q4 2025 in Review

Rise Advisors sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 212 shares — an estimated $18.7K sold.

Rise Advisors first reported a position in EL in Q4 2021 and held it in 15 quarters. The position peaked at $24.6K in Q4 2021. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

Rise Advisors reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 212 Estee Lauder shares in Q4 2025, an estimated $18.7K.
Rise Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 15 quarters.
Rise Advisors's Estee Lauder position peaked at $24.6K in Q4 2021.
889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.