Position in HELE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$428,491
+$425,838 QoQ
Shares Held
14,740
+7910.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 199 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Arax Advisory Partners holds $44,194,028 across 22 Household & Personal Products names. HELE ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
179,023 | $26,251,932 | |
| 2 | CL |
Colgate Palmolive Co
|
65,662 | $6,019,892 | |
| 3 | KMB |
Kimberly Clark Corp
|
25,575 | $2,807,367 | |
| 4 | UL |
Unilever PLC
|
43,518 | $2,616,302 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
15,033 | $1,456,397 | |
| 6 | CLX |
Clorox Co /De/
|
13,076 | $1,247,973 | |
| 7 | KVUE |
Kenvue Inc.
|
64,558 | $1,233,703 | |
| 8 | NWL |
Newell Brands Inc.
|
113,641 | $697,755 |
All Filings in HELE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,491 | 14,740 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,653 | 184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,373 | 347 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,067 | 836 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,235 | 114 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $1,855 | 30 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,338 | 36 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $345 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $362 | 3 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $699 | 6 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $648 | 6 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $571 | 6 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $665 | 6 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $578 | 6 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $587 | 3 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $733 | 3 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||