Atria Investments, Inc

Position in EL — Estee Lauder Companies Inc

CIK 1535865 Charlotte, NC

Position in EL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$363,170

-$173,238 QoQ

Shares Held

4,600

-38.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#493

of 823 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Atria Investments, Inc holds $35,417,749 across 10 Household & Personal Products names. EL ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	132,587	$19,442,557
2	UL	Unilever PLC	93,823	$5,640,638
3	KMB	Kimberly Clark Corp	27,624	$3,032,286
4	CL	Colgate Palmolive Co	22,481	$2,061,058
5	EPC	EDGEWELL PERSONAL CARE Co	54,932	$1,475,473
6	CHD	Church & Dwight Co Inc /De/	12,613	$1,221,947
7	CLX	Clorox Co /De/	11,589	$1,106,054
8	KVUE	Kenvue Inc.	43,328	$827,998

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,170	4,600	-38.5%	Shares	Sole	2026-07-28
2026-03-31	$536,408	7,474	+46.7%	Shares	Sole	2026-05-05
2025-12-31	$533,548	5,095	-15.6%	Shares	Sole	2026-02-05
2025-09-30	$531,892	6,036	-1.9%	Shares	Sole	2025-11-06
2025-06-30	$497,000	6,151	+22.6%	Shares	Sole	2025-08-04
2025-03-31	$331,056	5,016	-3.1%	Shares	Sole	2025-05-06
2024-12-31	$387,946	5,174	+32.1%	Shares	Sole	2025-02-06
2024-09-30	$390,386	3,916	-57.0%	Shares	Sole	2024-11-01
2024-06-30	$968,665	9,104	-23.9%	Shares	Sole	2024-08-13
2024-03-31	$1,843,788	11,961	+24.6%	Shares	Sole	2024-05-21
2023-12-31	$1,404,000	9,600	-8.6%	Shares	Sole	2024-02-14
2023-09-30	$1,517,919	10,501	-35.2%	Shares	Sole	2023-11-07
2023-06-30	$3,183,319	16,210	+2.6%	Shares	Sole	2023-08-04
2023-03-31	$3,893,328	15,797	+6.1%	Shares	Sole	2023-05-10
2022-12-31	$3,695,102	14,893	+34.9%	Shares	Sole	2023-01-31
2022-09-30	$2,383,751	11,041	-2.2%	Shares	Sole	2022-11-01
2022-06-30	$2,875,478	11,291	+6.8%	Shares	Sole	2022-08-11
2022-03-31	$2,878,422	10,570	-2.7%	Shares	Sole	2022-05-02
2021-12-31	$4,022,223	10,865	+4.9%	Shares	Sole	2022-02-04
2021-09-30	$3,107,574	10,361	+0.3%	Shares	Sole	2021-11-16
2021-06-30	$3,286,084	10,331	+15.9%	Shares	Sole	2021-08-10
2021-03-31	$2,592,636	8,914	+15.4%	Shares	Sole	2021-05-11
2020-12-31	$2,056,317	7,725	+6.0%	Shares	Sole	2021-02-12
2020-09-30	$1,591,042	7,290	+20.8%	Shares	Sole	2020-11-05
2020-06-30	$1,138,872	6,036	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.