Position in EL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,173,907
+$937,138 QoQ
Shares Held
14,869
+350.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#351
of 808 holders
Holding Since
Mar 2021
19 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, 2026Integrated Wealth Concepts LLC holds $61,082,201 across 24 Household & Personal Products names. EL ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
264,307 | $38,757,978 | |
| 2 | KMB |
Kimberly Clark Corp
|
88,383 | $9,701,801 | |
| 3 | CL |
Colgate Palmolive Co
|
59,320 | $5,438,457 | |
| 4 | CLX |
Clorox Co /De/
|
19,486 | $1,859,743 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,418 | $1,784,335 | |
| 6 | EL |
Estee Lauder Companies Inc
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|
14,869 | $1,173,907 | |
| 7 | UL |
Unilever PLC
|
15,558 | $935,346 | |
| 8 | NWL |
Newell Brands Inc.
|
88,182 | $541,437 |
All Filings in EL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,907 | 14,869 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $236,769 | 3,299 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $213,840 | 3,240 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $252,382 | 3,366 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $905,284 | 9,081 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $419,322 | 3,941 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $583,149 | 3,783 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $563,355 | 3,852 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $648,162 | 4,484 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $887,637 | 4,520 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,106,605 | 4,490 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $298,476 | 1,203 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $280,454 | 1,299 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $411,546 | 1,616 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $378,252 | 1,389 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $396,484 | 1,071 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $333,222 | 1,111 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $326,668 | 1,027 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $237,624 | 817 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||