Private Wealth Management Group, LLC
Position in EL — Estee Lauder Companies Inc
CIK 2011342
PRINCETON, NJ
Position in EL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,579
+$6,431 QoQ
Shares Held
96
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#692
of 823 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $752,883 across 12 Household & Personal Products names. EL ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,758 | $551,073 | |
| 2 | KVUE |
Kenvue Inc.
|
5,011 | $95,760 | |
| 3 | KMB |
Kimberly Clark Corp
|
507 | $55,653 | |
| 4 | CL |
Colgate Palmolive Co
|
296 | $27,137 | |
| 5 | EL |
Estee Lauder Companies Inc
This page
|
96 | $7,579 | |
| 6 | CLX |
Clorox Co /De/
|
48 | $4,581 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
54 | $3,996 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
42 | $3,601 |
All Filings in EL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,579 | 96 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,148 | 16 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,712 | 45 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,379 | 27 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $727 | 9 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,702 | 147 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,999 | 40 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $498 | 5 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,788 | 45 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,415 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,625 | 100 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||