Steward Partners Investment Advisory, LLC

Position in EL — Estee Lauder Companies Inc

CIK 1723397 STAMFORD, CT

Position in EL

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$4,908,206

-$1,976,191 QoQ

Shares Held

68,388

+4.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $69,976,303 across 16 Household & Personal Products names. EL ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	298,971	$43,183,371
2	CL	Colgate Palmolive Co	77,315	$6,589,557
3	KMB	Kimberly Clark Corp	63,326	$6,109,059
4	UL	Unilever PLC	90,453	$5,153,107
5	EL	Estee Lauder Companies Inc This page	68,388	$4,908,206
6	CHD	Church & Dwight Co Inc /De/	21,209	$1,979,223
7	CLX	Clorox Co /De/	11,505	$1,192,263
8	KVUE	Kenvue Inc.	38,275	$659,861

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,908,206	68,388	+4.0%	Shares	Sole	2026-05-08
2025-12-31	$6,884,397	65,741	+26.6%	Shares	Sole	2026-02-12
2025-09-30	$4,577,657	51,948	-13.4%	Shares	Sole	2025-11-12
2025-06-30	$4,846,464	59,981	+128.1%	Shares	Sole	2025-08-12
2025-03-31	$1,735,536	26,296	-9.4%	Shares	Sole	2025-05-13
2024-12-31	$2,176,219	29,024	+17.8%	Shares	Sole	2025-02-06
2024-09-30	$2,455,265	24,629	-35.2%	Shares	Sole	2024-11-14
2024-06-30	$4,045,328	38,020	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$5,865,561	38,051	+23.2%	Shares	Sole	2024-05-15
2023-12-31	$4,516,200	30,880	-7.5%	Shares	Sole	2024-02-12
2023-09-30	$4,823,055	33,366	-2.6%	Shares	Sole	2023-11-13
2023-06-30	$6,730,728	34,274	-23.6%	Shares	Sole	2023-08-14
2023-03-31	$11,061,124	44,880	+20.9%	Shares	Sole	2023-05-15
2022-12-31	$9,209,346	37,118	-5.2%	Shares	Sole	2023-02-15
2022-09-30	$8,456,371	39,168	+2.7%	Shares	Sole	2022-11-10
2022-06-30	$9,716,679	38,154	-1.4%	Shares	Sole	2022-08-04
2022-03-31	$10,536,333	38,691	-2.0%	Shares	Sole	2022-05-02
2021-12-31	$14,615,496	39,480	+9.3%	Shares	Sole	2022-02-08
2021-09-30	$10,828,972	36,105	+18.9%	Shares	Sole	2021-11-12
2021-06-30	$9,661,043	30,373	+5.2%	Shares	Sole	2021-08-13
2021-03-31	$8,399,166	28,878	-3.2%	Shares	Sole	2021-05-17
2020-12-31	$7,937,519	29,819	+1.0%	Shares	Sole	2021-02-11
2020-09-30	$6,442,303	29,518	+1.3%	Shares	Sole	2020-10-30
2020-06-30	$5,499,455	29,147	-0.4%	Shares	Sole	2020-08-06
2020-03-31	$4,664,200	29,272	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.