Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,831,845
+$1,400,198 QoQ
Shares Held
63,015
+110.5% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 199 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 2%
Shared 17%
None 81%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cerity Partners LLC holds $1,064,902,646 across 18 Household & Personal Products names. HELE ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,189,386 | $907,611,562 | |
| 2 | CL |
Colgate Palmolive Co
|
606,320 | $55,587,416 | |
| 3 | UL |
Unilever PLC
|
633,874 | $38,108,504 | |
| 4 | KMB |
Kimberly Clark Corp
|
197,651 | $21,696,149 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
144,047 | $13,955,271 | |
| 6 | KVUE |
Kenvue Inc.
|
383,448 | $7,327,689 | |
| 7 | CLX |
Clorox Co /De/
|
73,463 | $7,011,307 | |
| 8 | NWL |
Newell Brands Inc.
|
638,558 | $3,920,744 |
All Filings in HELE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,845 | 63,015 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $431,647 | 29,934 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $287,683 | 11,416 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $533,487 | 18,798 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $230,143 | 3,721 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||