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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
2026
Q1 		– Sell
-3,709
Closed -$388K – 1122
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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

SageView Advisory Group's EL Position: Q1 2026 in Review

SageView Advisory Group sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 3,709 shares — an estimated $388K sold.

SageView Advisory Group first reported a position in EL in Q3 2025 and held it in 2 quarters. The position peaked at $388K in Q4 2025. 836 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • SageView Advisory Group reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,709 Estee Lauder shares in Q1 2026, an estimated $388K.
  • SageView Advisory Group first reported a position in Estee Lauder in Q3 2025 and held it in 2 quarters.
  • SageView Advisory Group's Estee Lauder position peaked at $388K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.