Position in EL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$446,541
+$115,036 QoQ
Shares Held
5,656
+22.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 823 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $55,166,690 across 10 Household & Personal Products names. EL ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
268,418 | $39,360,815 | |
| 2 | CL |
Colgate Palmolive Co
|
84,226 | $7,721,839 | |
| 3 | UL |
Unilever PLC
|
40,771 | $2,451,152 | |
| 4 | KMB |
Kimberly Clark Corp
|
18,354 | $2,014,718 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
13,277 | $1,286,275 | |
| 6 | KVUE |
Kenvue Inc.
|
62,277 | $1,190,113 | |
| 7 | EL |
Estee Lauder Companies Inc
This page
|
5,656 | $446,541 | |
| 8 | CLX |
Clorox Co /De/
|
4,206 | $401,420 |
All Filings in EL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,541 | 5,656 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $331,505 | 4,619 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $461,396 | 4,406 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $339,438 | 3,852 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $276,012 | 3,416 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $213,576 | 3,236 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $219,316 | 2,925 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $236,464 | 2,372 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $346,864 | 3,260 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $704,773 | 4,572 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $455,422 | 3,114 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $472,678 | 3,270 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $381,762 | 1,944 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $661,005 | 2,682 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $605,388 | 2,440 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $516,001 | 2,390 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $498,134 | 1,956 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $434,895 | 1,597 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $373,531 | 1,009 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||