TAI
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Terra Alpha Investments’s Estee Lauder EL Stock Holding History

Terra Alpha Investments’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
Q2 		– Sell
-18,945
Closed -$1.25M – 31
2025
Q1 		$1.25M Buy
18,945
+860
+5% +$62.2K 1.36% 32
2024
Q4 		$1.36M Buy
+18,085
New +$1.43M 1.37% 30

Other funds holding EL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Terra Alpha Investments's EL Position: Q2 2025 in Review

Terra Alpha Investments sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 18,945 shares — an estimated $1.25M sold.

Terra Alpha Investments first reported a position in EL in Q4 2024 and held it in 2 quarters. The position peaked at $1.36M in Q4 2024. 809 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • Terra Alpha Investments reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
  • Terra Alpha Investments sold 18,945 Estee Lauder shares in Q2 2025, an estimated $1.25M.
  • Terra Alpha Investments first reported a position in Estee Lauder in Q4 2024 and held it in 2 quarters.
  • Terra Alpha Investments's Estee Lauder position peaked at $1.36M in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Terra Alpha Investments's 13F filing for Q2 2025, filed 30 Jul 2025.