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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

EL holding history

Estee Lauder Companies Inc in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EL overviewAll 13F holders of ELFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of EL by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,368−100.0%Sold outHolders
Q4 20241,368$102.6K<0.1%+1,288+1,610.0%AddedHolders
Q3 202480$7.98K<0.1%−2−2.4%ReducedHolders
Q2 202482$8.72K<0.1%+43+110.3%AddedHolders
Q1 202439$6.01K<0.1%+21+116.7%AddedHolders
Q4 202318$2.63K<0.1%+18NewHolders
Q2 20230$00.0%−600−100.0%Sold outHolders
Q1 2023600$147.9K<0.1%+600NewHolders