SAG
EL icon

SageView Advisory Group’s Estee Lauder EL Stock Holding History

SageView Advisory Group’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 		$388K Buy
3,709
+34
+0.9% +$3.3K 0.01% 413
2025
Q3 		$324K Buy
+3,675
New +$327K 0.01% 493

Other funds holding EL

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageView Advisory Group's EL Position: Q4 2025 in Review

SageView Advisory Group increased its Estee Lauder (EL) stake by 0.93% in Q4 2025, buying an estimated $3.3K and bringing the position to 3,709 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #413.

SageView Advisory Group first reported a position in EL in Q3 2025 and has held it in 2 quarters since. 888 funds tracked by Wall St. Rank hold EL as of Q4 2025.

  • SageView Advisory Group held 3,709 shares of Estee Lauder worth $388K as of Q4 2025.
  • SageView Advisory Group bought 34 Estee Lauder shares in Q4 2025, an estimated $3.3K.
  • Estee Lauder made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #413 holding.
  • SageView Advisory Group first reported a position in Estee Lauder in Q3 2025 and has held it in 2 quarters since.
  • 888 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.