WIM
EL icon

Waverton Investment Management’s Estee Lauder EL Stock Holding History

Waverton Investment Management’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
-431,238
Closed -$38M – 30
2025
Q3 		$38M Buy
431,238
+279,663
+185% +$24.9M 0.49% 35
2025
Q2 		$12.2M Buy
151,575
+50,625
+50% +$3.26M 0.17% 49
2025
Q1 		$6.67M Buy
100,950
+1,250
+1% +$90.4K 0.1% 52
2024
Q4 		$7.47M Buy
+99,700
New +$7.87M 0.12% 50
2013
Q4 		– Sell
-62,710
Closed -$4.38M – 170
2013
Q3 		$4.38M Buy
62,710
+20,340
+48% +$1.38M 0.26% 69
2013
Q2 		$2.79M Buy
+42,370
New +$2.89M 0.24% 46

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverton Investment Management's EL Position: Q4 2025 in Review

Waverton Investment Management sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 431,238 shares — an estimated $38M sold.

Waverton Investment Management first reported a position in EL in Q2 2013 and held it in 6 quarters. The position peaked at $38M in Q3 2025. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

  • Waverton Investment Management reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 431,238 Estee Lauder shares in Q4 2025, an estimated $38M.
  • Waverton Investment Management first reported a position in Estee Lauder in Q2 2013 and held it in 6 quarters.
  • Waverton Investment Management's Estee Lauder position peaked at $38M in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.