Ascent Wealth Partners, LLC

Position in EL — Estee Lauder Companies Inc

CIK 1546865 NEW HARTFORD, NY

Position in EL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,277,570

+$1,752,659 QoQ

Shares Held

66,847

+36.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#191

of 823 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $6,261,345 across 4 Household & Personal Products names. EL ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EL	Estee Lauder Companies Inc This page	66,847	$5,277,570
2	CHD	Church & Dwight Co Inc /De/	4,630	$448,554
3	PG	PROCTER & GAMBLE Co	2,020	$296,212
4	CL	Colgate Palmolive Co	2,607	$239,009

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,277,570	66,847	+36.1%	Shares	Sole	2026-07-31
2026-03-31	$3,524,911	49,114	+40.3%	Shares	Sole	2026-05-06
2023-09-30	$5,060,550	35,009	-1.0%	Shares	Sole	2023-10-20
2023-06-30	$6,947,335	35,377	+8.9%	Shares	Sole	2023-08-04
2023-03-31	$8,009,457	32,498	+0.3%	Shares	Sole	2023-04-25
2022-12-31	$8,036,034	32,389	+2.4%	Shares	Sole	2023-02-02
2022-09-30	$6,831,723	31,643	-6.6%	Shares	Sole	2022-11-14
2022-06-30	$8,625,418	33,869	-1.1%	Shares	Sole	2022-08-10
2022-03-31	$9,329,138	34,258	+2.7%	Shares	Sole	2022-05-02
2021-12-31	$12,350,612	33,362	-2.4%	Shares	Sole	2022-01-27
2021-09-30	$10,251,007	34,178	-1.1%	Shares	Sole	2021-11-01
2021-06-30	$10,991,890	34,557	-0.2%	Shares	Sole	2021-07-30
2021-03-31	$10,071,844	34,629	+1.7%	Shares	Sole	2021-04-26
2020-12-31	$9,064,035	34,051	+1.1%	Shares	Sole	2021-02-02
2020-09-30	$7,351,969	33,686	+2.1%	Shares	Sole	2020-10-22
2020-06-30	$6,224,741	32,991	+7.8%	Shares	Sole	2020-07-21
2020-03-31	$4,875,804	30,600	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.