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Waverly Advisors’s Estee Lauder EL Stock Holding History

Waverly 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
-2,023
Closed -$212K – 1638
2025
Q4 		$212K Sell
2,023
-291
-13% -$28.2K ﹤0.01% 1368
2025
Q3 		$204K Buy
+2,314
New +$206K ﹤0.01% 1210
2025
Q2 		– Sell
-3,968
Closed -$262K – 1194
2025
Q1 		$262K Sell
3,968
-363
-8% -$26.3K ﹤0.01% 970
2024
Q4 		$325K Buy
+4,331
New +$342K 0.01% 800
2023
Q4 		– Sell
-2,077
Closed -$300K – 447
2023
Q3 		$300K Buy
2,077
+45
+2% +$7.5K 0.01% 323
2023
Q2 		$399K Buy
2,032
+1,199
+144% +$254K 0.02% 265
2023
Q1 		$205K Buy
+833
New +$212K 0.01% 276
2018
Q1 		– Sell
-94
Closed -$12K – 242
2017
Q4 		$12K Buy
+94
New +$11.3K ﹤0.01% 314

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 $3.37T AUM 44.26% 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

Waverly Advisors's EL Position: Q1 2026 in Review

Waverly Advisors sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,023 shares — an estimated $212K sold.

Waverly Advisors first reported a position in EL in Q4 2017 and held it in 8 quarters. The position peaked at $399K in Q2 2023. 835 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Waverly Advisors reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 2,023 Estee Lauder shares in Q1 2026, an estimated $212K.
  • Waverly Advisors first reported a position in Estee Lauder in Q4 2017 and held it in 8 quarters.
  • Waverly Advisors's Estee Lauder position peaked at $399K in Q2 2023.
  • 835 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.