NewEdge Wealth, LLC

Position in EL — Estee Lauder Companies Inc

CIK 1861796 STAMFORD, CT

Position in EL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,041,666

+$92,436 QoQ

Shares Held

13,194

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#368

of 823 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $21,035,778 across 6 Household & Personal Products names. EL ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	75,633	$11,090,823
2	UL	Unilever PLC	112,085	$6,738,550
3	EL	Estee Lauder Companies Inc This page	13,194	$1,041,666
4	KVUE	Kenvue Inc.	53,681	$1,025,843
5	CLX	Clorox Co /De/	7,084	$676,096
6	CL	Colgate Palmolive Co	5,048	$462,800

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,041,666	13,194	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$949,230	13,226	+352.3%	Shares	Sole	2026-05-13
2025-12-31	$306,201	2,924	+37.3%	Shares	Sole	2026-02-03
2024-06-30	$226,525	2,129	-25.3%	Shares	Sole	2024-08-02
2024-03-31	$439,327	2,850	+70.5%	Shares	Sole	2024-05-06
2023-12-31	$244,530	1,672	+9.9%	Shares	Sole	2024-01-29
2023-09-30	$219,860	1,521	-87.9%	Shares	Sole	2023-11-08
2023-06-30	$2,465,550	12,555	+56.4%	Shares	Sole	2023-08-09
2023-03-31	$1,977,841	8,025	+316.9%	Shares	Sole	2023-05-08
2022-12-31	$477,611	1,925	-85.5%	Shares	Sole	2023-02-14
2022-03-31	$3,608,240	13,250	+5.3%	Shares	Sole	2022-05-10
2021-12-31	$4,656,375	12,578	+3.0%	Shares	Sole	2022-01-31
2021-09-30	$3,662,145	12,210	+5.3%	Shares	Sole	2021-11-12
2021-06-30	$3,686,547	11,590	+4.3%	Shares	Sole	2021-08-11
2021-03-31	$3,231,925	11,112	+250.2%	Shares	Sole	2021-05-13
2020-12-31	$844,620	3,173	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.