Position in EL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,842
+$603 QoQ
Shares Held
74
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#710
of 823 holders
Holding Since
Dec 2024
6 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, 2026Physician Wealth Advisors, Inc. holds $733,168 across 16 Household & Personal Products names. EL ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,890 | $423,789 | |
| 2 | KMB |
Kimberly Clark Corp
|
1,258 | $138,090 | |
| 3 | UL |
Unilever PLC
|
896 | $53,867 | |
| 4 | CL |
Colgate Palmolive Co
|
520 | $47,673 | |
| 5 | KVUE |
Kenvue Inc.
|
1,808 | $34,550 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
179 | $17,341 | |
| 7 | EL |
Estee Lauder Companies Inc
This page
|
74 | $5,842 | |
| 8 | CLX |
Clorox Co /De/
|
43 | $4,103 |
All Filings in EL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,842 | 74 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,239 | 73 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,330 | 70 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,409 | 16 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $808 | 10 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $674 | 9 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||