EverSource Wealth Advisors, LLC
Position in EL — Estee Lauder Companies Inc
CIK 1710537
BIRMINGHAM, AL
Position in EL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$92,842
-$3,967 QoQ
Shares Held
1,176
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#610
of 823 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,261,721 across 23 Household & Personal Products names. EL ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,108 | $1,775,510 | |
| 2 | CL |
Colgate Palmolive Co
|
8,564 | $785,142 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
4,446 | $430,723 | |
| 4 | UL |
Unilever PLC
|
4,904 | $294,822 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,348 | $257,734 | |
| 6 | KVUE |
Kenvue Inc.
|
12,251 | $234,113 | |
| 7 | CLX |
Clorox Co /De/
|
1,475 | $140,770 | |
| 8 | NWL |
Newell Brands Inc.
|
20,173 | $123,859 |
All Filings in EL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,842 | 1,176 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $96,809 | 1,349 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $102,517 | 979 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $87,764 | 996 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $80,555 | 997 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $53,394 | 809 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $145,607 | 1,942 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $37,580 | 377 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,341 | 257 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $100,347 | 651 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $97,547 | 667 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $82,534 | 571 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $96,225 | 490 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $155,022 | 629 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $282,099 | 1,137 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $226,693 | 1,050 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $332,088 | 1,304 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $246,720 | 906 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $166,959 | 451 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||