Position in EL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,237
-$1,083 QoQ
Shares Held
79
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#705
of 823 holders
Holding Since
Dec 2022
8 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, 2026Activest Wealth Management holds $103,665 across 13 Household & Personal Products names. EL ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
360 | $33,004 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
162 | $23,755 | |
| 3 | NWL |
Newell Brands Inc.
|
2,740 | $16,823 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
167 | $16,178 | |
| 5 | EL |
Estee Lauder Companies Inc
This page
|
79 | $6,237 | |
| 6 | KVUE |
Kenvue Inc.
|
212 | $4,051 | |
| 7 | KMB |
Kimberly Clark Corp
|
18 | $1,975 | |
| 8 | CLX |
Clorox Co /De/
|
9 | $858 |
All Filings in EL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,237 | 79 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,320 | 102 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,199 | 21 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,846 | 55 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,585 | 32 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $132 | 2 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $149 | 2 | Shares | Sole | 2025-01-28 | |
| 2022-12-31 | $1,984 | 8 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||