Position in HELE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,038,740
+$3,589,230 QoQ
Shares Held
207,731
+22.3% QoQ
Ownership
0.892%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 199 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,128,347,436 across 13 Household & Personal Products names. HELE ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,501,551 | $513,467,438 | |
| 2 | UL |
Unilever PLC
|
4,223,732 | $253,930,767 | |
| 3 | CL |
Colgate Palmolive Co
|
1,550,182 | $142,120,685 | |
| 4 | KMB |
Kimberly Clark Corp
|
902,852 | $99,106,064 | |
| 5 | KVUE |
Kenvue Inc.
|
1,865,515 | $35,649,991 | |
| 6 | CLX |
Clorox Co /De/
|
249,178 | $23,781,548 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
206,002 | $19,957,473 | |
| 8 | EL |
Estee Lauder Companies Inc
|
147,388 | $11,636,282 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,038,740 | 207,731 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,449,510 | 169,869 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,505,485 | 164,964 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,930,556 | 195,657 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,900,632 | 137,443 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,003,441 | 149,625 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,413,654 | 123,912 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,156,947 | 51,042 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,754,687 | 51,269 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,581,241 | 57,109 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,151,403 | 50,918 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,809,816 | 49,844 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,034,988 | 18,839 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,489,505 | 15,651 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $939,407 | 8,470 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $506,117 | 5,248 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,159,932 | 7,142 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,202,220 | 11,245 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,731,463 | 11,173 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,434,857 | 10,837 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,750,214 | 12,056 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,053,727 | 14,496 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,217,977 | 14,483 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,817,264 | 14,558 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,640,782 | 14,005 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,031,255 | 14,103 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||