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Wealth Advisory Solutions’s Estee Lauder EL Stock Holding History

Wealth Advisory Solutions’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
Q1 		– Sell
-7,458
Closed -$559K – 142
2024
Q4 		$559K Sell
7,458
-47,532
-86% -$3.75M 0.16% 82
2024
Q3 		$5.48M Buy
+54,990
New +$5.21M 1.51% 19

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wealth Advisory Solutions's EL Position: Q1 2025 in Review

Wealth Advisory Solutions sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 7,458 shares — an estimated $559K sold.

Wealth Advisory Solutions first reported a position in EL in Q3 2024 and held it in 2 quarters. The position peaked at $5.48M in Q3 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Wealth Advisory Solutions reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 7,458 Estee Lauder shares in Q1 2025, an estimated $559K.
  • Wealth Advisory Solutions first reported a position in Estee Lauder in Q3 2024 and held it in 2 quarters.
  • Wealth Advisory Solutions's Estee Lauder position peaked at $5.48M in Q3 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Wealth Advisory Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.