Bleakley Financial Group, LLC
Position in EL — Estee Lauder Companies Inc
CIK 1936953
PARSIPPANY, NJ
Position in EL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,802,310
+$1,049,500 QoQ
Shares Held
48,161
+25.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#228
of 823 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $43,808,817 across 8 Household & Personal Products names. EL ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
85,827 | $12,585,671 | |
| 2 | KVUE |
Kenvue Inc.
|
409,508 | $7,825,697 | |
| 3 | KMB |
Kimberly Clark Corp
|
58,568 | $6,429,009 | |
| 4 | UL |
Unilever PLC
|
96,802 | $5,819,736 | |
| 5 | CL |
Colgate Palmolive Co
|
46,826 | $4,293,007 | |
| 6 | EL |
Estee Lauder Companies Inc
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|
48,161 | $3,802,310 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
29,185 | $2,827,442 | |
| 8 | NWL |
Newell Brands Inc.
|
36,799 | $225,945 |
All Filings in EL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,802,310 | 48,161 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,752,810 | 38,356 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,306,638 | 31,576 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,108,623 | 23,929 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,481,952 | 18,341 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $825,660 | 12,510 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $637,255 | 8,499 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $562,949 | 5,647 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,672,715 | 34,518 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,147,588 | 20,419 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,952,787 | 20,190 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $409,076 | 2,830 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $609,956 | 3,106 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $892,185 | 3,620 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $860,445 | 3,468 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||