Skip to main content

Icon Wealth Advisors, LLC

Position in EL — Estee Lauder Companies Inc

CIK 1963212 HOUSTON, TX

Position in EL

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$226,349
-$178,603 QoQ
Shares Held
2,867
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#561
of 827 holders
Holding Since
Dec 2023
8 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, 2026

Icon Wealth Advisors, LLC holds $7,373,398 across 5 Household & Personal Products names. EL ranks #5 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 EL
Estee Lauder Companies Inc
This page
2,867 $226,349

All Filings in EL

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $226,349 2,867
2025-12-31 $404,952 3,867
2025-09-30 $340,760 3,867
2025-06-30 $312,453 3,867
2024-09-30 $127,702 1,281
2024-06-30 $206,628 1,942
2024-03-31 $483,260 3,135
2023-12-31 $306,540 2,096