Position in EL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$399,250
+$77,793 QoQ
Shares Held
5,057
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 823 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Circle Wealth Management, LLC holds $3,207,992 across 2 Household & Personal Products names. EL ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
19,154 | $2,808,742 | |
| 2 | EL |
Estee Lauder Companies Inc
This page
|
5,057 | $399,250 |
All Filings in EL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,250 | 5,057 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $321,457 | 4,479 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $496,268 | 4,739 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $419,539 | 4,761 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $414,988 | 5,136 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,752 | 5,072 | Shares | Sole | 2025-05-14 | |
| 2020-12-31 | $252,614 | 949 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $242,694 | 1,112 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $219,812 | 1,165 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||