Trifecta Capital Advisors’s Estee Lauder EL Stock Holding History

Trifecta Capital 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	-17	Closed	-$1.5K	–	322
2025 Q3	$1.5K	Hold	17	–	–	﹤0.01%	372
2025 Q2	$1.37K	Buy	+17	New	+$1.09K	﹤0.01%	391
2025 Q1	–	Sell	-62	Closed	-$4.65K	–	419
2024 Q4	$4.65K	Buy	62 +22	+55%	+$1.74K	﹤0.01%	234
2024 Q3	$3.99K	Sell	40 -10	-20%	-$948	﹤0.01%	249
2024 Q2	$5.32K	Hold	50	–	–	﹤0.01%	239
2024 Q1	$7.71K	Buy	50 +10	+25%	+$1.42K	﹤0.01%	214
2023 Q4	$5.85K	Sell	40 -46	-53%	-$6.11K	﹤0.01%	241
2023 Q3	$12.4K	Buy	86 +42	+95%	+$7K	﹤0.01%	204
2023 Q2	$8.64K	Hold	44	–	–	﹤0.01%	206
2023 Q1	$10.8K	Hold	44	–	–	﹤0.01%	208
2022 Q4	$10.9K	Buy	+44	New	+$9.83K	﹤0.01%	195

Other funds holding EL

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trifecta Capital Advisors's EL Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 17 shares — an estimated $1.5K sold.

Trifecta Capital Advisors first reported a position in EL in Q4 2022 and held it in 11 quarters. The position peaked at $12.4K in Q3 2023. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

Trifecta Capital Advisors reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 17 Estee Lauder shares in Q4 2025, an estimated $1.5K.
Trifecta Capital Advisors first reported a position in Estee Lauder in Q4 2022 and held it in 11 quarters.
Trifecta Capital Advisors's Estee Lauder position peaked at $12.4K in Q3 2023.
889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.