Position in HELE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,500
+$1,260 QoQ
Shares Held
86
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 199 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026PRIVATE TRUST CO NA holds $8,156,793 across 13 Household & Personal Products names. HELE ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
37,487 | $5,497,093 | |
| 2 | KMB |
Kimberly Clark Corp
|
7,769 | $852,803 | |
| 3 | CL |
Colgate Palmolive Co
|
6,442 | $590,602 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
5,494 | $532,258 | |
| 5 | UL |
Unilever PLC
|
7,917 | $475,970 | |
| 6 | CLX |
Clorox Co /De/
|
929 | $88,663 | |
| 7 | KVUE |
Kenvue Inc.
|
3,902 | $74,567 | |
| 8 | IPAR |
Interparfums Inc
|
127 | $14,206 |
All Filings in HELE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,500 | 86 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,240 | 86 | Shares | Defined | 2026-04-30 | |
| 2025-03-31 | $4,546 | 85 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $5,085 | 85 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $5,257 | 85 | Shares | Defined | 2024-11-13 | |
| 2023-09-30 | $3,147 | 27 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $2,916 | 27 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $2,569 | 27 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $4 | 32 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $3,086 | 32 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $3,573 | 22 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||