UAG
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United Advisor Group’s Estee Lauder EL Stock Holding History

United Advisor 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
2025
Q2 		– Sell
-3,538
Closed -$234K – 385
2025
Q1 		$234K Sell
3,538
-934
-21% -$67.6K 0.05% 316
2024
Q4 		$335K Buy
+4,472
New +$353K 0.07% 274

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

United Advisor Group's EL Position: Q2 2025 in Review

United Advisor Group sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 3,538 shares — an estimated $234K sold.

United Advisor Group first reported a position in EL in Q4 2024 and held it in 2 quarters. The position peaked at $335K in Q4 2024. 809 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • United Advisor Group reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 3,538 Estee Lauder shares in Q2 2025, an estimated $234K.
  • United Advisor Group first reported a position in Estee Lauder in Q4 2024 and held it in 2 quarters.
  • United Advisor Group's Estee Lauder position peaked at $335K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.