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Wilson Asset Management’s Estee Lauder EL Stock Holding History

Wilson Asset 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
Q3 		– Sell
-38,566
Closed -$3.12M – 43
2025
Q2 		$3.12M Buy
38,566
+13,566
+54% +$873K 0.77% 31
2025
Q1 		$1.65M Buy
25,000
+5,284
+27% +$382K 0.44% 32
2024
Q4 		$1.48M Hold
19,716
– – 0.38% 28
2024
Q3 		$1.97M Buy
+19,716
New +$1.87M 0.48% 28

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilson Asset Management's EL Position: Q3 2025 in Review

Wilson Asset Management sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 38,566 shares — an estimated $3.12M sold.

Wilson Asset Management first reported a position in EL in Q3 2024 and held it in 4 quarters. The position peaked at $3.12M in Q2 2025. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Wilson Asset Management reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Wilson Asset Management sold 38,566 Estee Lauder shares in Q3 2025, an estimated $3.12M.
  • Wilson Asset Management first reported a position in Estee Lauder in Q3 2024 and held it in 4 quarters.
  • Wilson Asset Management's Estee Lauder position peaked at $3.12M in Q2 2025.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Wilson Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.