Position in HELE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,467
New position
Shares Held
11,024
first reported quarter
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 8%
Shared 0%
None 92%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $413,929,761 across 13 Household & Personal Products names. HELE ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,291,415 | $336,013,095 | |
| 2 | CL |
Colgate Palmolive Co
|
286,346 | $26,252,201 | |
| 3 | KMB |
Kimberly Clark Corp
|
153,978 | $16,902,165 | |
| 4 | UL |
Unilever PLC
|
211,670 | $12,725,600 | |
| 5 | KVUE |
Kenvue Inc.
|
502,643 | $9,605,507 | |
| 6 | CLX |
Clorox Co /De/
|
44,755 | $4,271,417 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
27,732 | $2,686,676 | |
| 8 | IPAR |
Interparfums Inc
|
12,901 | $1,443,105 |
All Filings in HELE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,467 | 11,024 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||