World Investment Advisors’s Estee Lauder EL Stock Holding History

World Investment 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
2025 Q4	–	Sell	-4,597	Closed	-$405K	–	1492
2025 Q3	$405K	Sell	4,597 -1,777	-28%	-$158K	0.01%	876
2025 Q2	$515K	Sell	6,374 -14,938	-70%	-$961K	0.01%	724
2025 Q1	$1.41M	Buy	21,312 +5,800	+37%	+$420K	0.04%	424
2024 Q4	$1.16M	Sell	15,512 -83	-0.5%	-$6.55K	0.03%	440
2024 Q3	$1.55M	Buy	+15,595	New	+$1.48M	0.05%	343
2024 Q2	–	Sell	-2,630	Closed	-$1.01M	–	626
2024 Q1	$1.01M	Sell	2,630 -6,536	-71%	-$927K	0.15%	135
2023 Q4	$1.34M	Buy	+9,166	New	+$1.22M	0.17%	112

Other funds holding EL

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

World Investment Advisors's EL Position: Q4 2025 in Review

World Investment Advisors sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 4,597 shares — an estimated $405K sold.

World Investment Advisors first reported a position in EL in Q4 2023 and held it in 7 quarters. The position peaked at $1.55M in Q3 2024. 888 funds tracked by Wall St. Rank hold EL as of Q4 2025.

World Investment Advisors reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
World Investment Advisors sold 4,597 Estee Lauder shares in Q4 2025, an estimated $405K.
World Investment Advisors first reported a position in Estee Lauder in Q4 2023 and held it in 7 quarters.
World Investment Advisors's Estee Lauder position peaked at $1.55M in Q3 2024.
888 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.