Perigon Wealth Management, LLC

Position in EL — Estee Lauder Companies Inc

CIK 1575239 SAN FRANCISCO, CA

Position in EL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$216,796

+$4,529 QoQ

Shares Held

2,746

+35.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#571

of 823 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $15,685,516 across 8 Household & Personal Products names. EL ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	74,029	$10,855,612
2	CL	Colgate Palmolive Co	21,327	$1,955,259
3	CLX	Clorox Co /De/	7,644	$729,543
4	KVUE	Kenvue Inc.	33,240	$635,216
5	KMB	Kimberly Clark Corp	4,608	$505,820
6	UL	Unilever PLC	8,309	$499,537
7	CHD	Church & Dwight Co Inc /De/	2,970	$287,733
8	EL	Estee Lauder Companies Inc This page	2,746	$216,796

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,796	2,746	+35.5%	Shares	Sole	2026-08-07
2025-12-31	$212,267	2,027	-5.0%	Shares	Sole	2026-01-16
2024-03-31	$328,801	2,133	+54.3%	Shares	Sole	2024-04-29
2023-12-31	$202,117	1,382	-12.8%	Shares	Sole	2024-01-29
2023-06-30	$311,065	1,584	+0.8%	Shares	Sole	2023-08-02
2023-03-31	$387,188	1,571	+23.0%	Shares	Sole	2023-05-03
2022-12-31	$316,836	1,277	+29.0%	Shares	Sole	2023-05-01
2022-06-30	$252,123	990	+3.7%	Shares	Sole	2022-08-11
2022-03-31	$260,065	955	+9.4%	Shares	Sole	2022-05-16
2021-12-31	$323,184	873	+6.1%	Shares	Sole	2022-02-11
2021-09-30	$246,842	823	-27.1%	Shares	Sole	2021-11-01
2021-06-30	$359,112	1,129	+14.4%	Shares	Sole	2021-07-19
2021-03-31	$287,068	987	+35.0%	Shares	Sole	2021-05-17
2020-12-31	$194,584	731	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.