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Summit Wealth Group (Colorado)’s Estee Lauder EL Stock Holding History

Summit Wealth Group (Colorado)’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
-3,720
Closed -$251K – 311
2025
Q3 		$251K Buy
+3,720
New +$331K 0.04% 226

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State Street
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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

Summit Wealth Group (Colorado)'s EL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 3,720 shares — an estimated $251K sold.

Summit Wealth Group (Colorado) first reported a position in EL in Q3 2025 and held it in 1 quarter. The position peaked at $251K in Q3 2025. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,720 Estee Lauder shares in Q4 2025, an estimated $251K.
  • Summit Wealth Group (Colorado) first reported a position in Estee Lauder in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Estee Lauder position peaked at $251K in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.