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Valeo Financial Advisors’s Estee Lauder EL Stock Holding History

Valeo Financial 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
2026
Q1 		– Sell
-2,806
Closed -$294K – 793
2025
Q4 		$294K Buy
2,806
+117
+4% +$11.4K 0.01% 635
2025
Q3 		$237K Sell
2,689
-236
-8% -$21K 0.01% 694
2025
Q2 		$236K Buy
+2,925
New +$188K 0.01% 651
2024
Q2 		– Sell
-1,727
Closed -$254K – 693
2024
Q1 		$254K Buy
+1,727
New +$245K 0.01% 551
2023
Q4 		– Sell
-2,615
Closed -$378K – 679
2023
Q3 		$378K Buy
2,615
+1,021
+64% +$170K 0.02% 399
2023
Q2 		$313K Buy
1,594
+192
+14% +$40.7K 0.01% 422
2023
Q1 		$345K Buy
1,402
+494
+54% +$126K 0.02% 405
2022
Q4 		$225K Buy
+908
New +$203K 0.01% 454
2021
Q2 		– Sell
-183
Closed -$53K – 882
2021
Q1 		$53K Buy
183
+20
+12% +$5.48K ﹤0.01% 845
2020
Q4 		$43K Buy
163
+36
+28% +$8.66K ﹤0.01% 823
2020
Q3 		$28K Sell
127
-192
-60% -$39.5K ﹤0.01% 833
2020
Q2 		$60K Buy
319
+168
+111% +$30K 0.01% 655
2020
Q1 		$25K Sell
151
-24
-14% -$4.63K ﹤0.01% 827
2019
Q4 		$36K Sell
175
-163
-48% -$31.7K ﹤0.01% 762
2019
Q3 		$67K Hold
338
– – 0.01% 523
2019
Q2 		$62K Sell
338
-22
-6% -$3.76K 0.01% 542
2019
Q1 		$60K Sell
360
-246
-41% -$36.1K 0.01% 521
2018
Q4 		$79K Sell
606
-19
-3% -$2.58K 0.01% 415
2018
Q3 		$84K Sell
625
-50
-7% -$6.94K 0.01% 437
2018
Q2 		$89K Buy
675
+27
+4% +$4K 0.01% 418
2018
Q1 		$97K Buy
648
+18
+3% +$2.49K 0.02% 373
2017
Q4 		$80K Buy
630
+555
+740% +$66.7K 0.01% 381
2017
Q3 		$8K Buy
+75
New +$7.7K ﹤0.01% 752

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Valeo Financial Advisors's EL Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,806 shares — an estimated $294K sold.

Valeo Financial Advisors first reported a position in EL in Q3 2017 and held it in 23 quarters. The position peaked at $378K in Q3 2023. 836 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,806 Estee Lauder shares in Q1 2026, an estimated $294K.
  • Valeo Financial Advisors first reported a position in Estee Lauder in Q3 2017 and held it in 23 quarters.
  • Valeo Financial Advisors's Estee Lauder position peaked at $378K in Q3 2023.
  • 836 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.