Position in HELE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,258
+$3,108 QoQ
Shares Held
434
+291.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MAI Capital Management holds $140,721,436 across 9 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
597,391 | $87,601,416 | |
| 2 | KMB |
Kimberly Clark Corp
|
303,267 | $33,289,618 | |
| 3 | CL |
Colgate Palmolive Co
|
121,482 | $11,137,469 | |
| 4 | CLX |
Clorox Co /De/
|
41,292 | $3,940,908 | |
| 5 | UL |
Unilever PLC
|
40,411 | $2,429,509 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
9,723 | $941,963 | |
| 7 | KVUE |
Kenvue Inc.
|
35,665 | $681,557 | |
| 8 | EL |
Estee Lauder Companies Inc
|
4,543 | $358,669 |
All Filings in HELE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,258 | 434 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,150 | 111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,530 | 66 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,948 | 66 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||