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Unique Wealth Strategies’s Estee Lauder EL Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-6,622
Closed -$535K – 227
2025
Q2 		$535K Buy
6,622
+3,075
+87% +$198K 0.22% 141
2025
Q1 		$234K Sell
3,547
-67
-2% -$4.85K 0.11% 172
2024
Q4 		$271K Sell
3,614
-2,559
-41% -$202K 0.12% 174
2024
Q3 		$615K Sell
6,173
-130
-2% -$12.3K 0.26% 97
2024
Q2 		$972K Hold
6,303
– – 0.46% 59
2024
Q1 		$972K Buy
6,303
+702
+13% +$99.6K 0.48% 59
2023
Q4 		$819K Buy
+5,601
New +$743K 0.55% 60

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's EL Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 6,622 shares — an estimated $535K sold.

Unique Wealth Strategies first reported a position in EL in Q4 2023 and held it in 7 quarters. The position peaked at $972K in Q2 2024. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 6,622 Estee Lauder shares in Q3 2025, an estimated $535K.
  • Unique Wealth Strategies first reported a position in Estee Lauder in Q4 2023 and held it in 7 quarters.
  • Unique Wealth Strategies's Estee Lauder position peaked at $972K in Q2 2024.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.