WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HELE — Helen Of Troy Ltd
CIK 1632972
PLYMOUTH, MN
Position in HELE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,146,230
+$899,201 QoQ
Shares Held
39,430
+130.2% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 199 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $277,579,709 across 20 Household & Personal Products names. HELE ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,411,990 | $207,054,213 | |
| 2 | CL |
Colgate Palmolive Co
|
282,450 | $25,895,016 | |
| 3 | UL |
Unilever PLC
|
298,018 | $17,916,842 | |
| 4 | KMB |
Kimberly Clark Corp
|
69,916 | $7,674,679 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
40,316 | $3,905,814 | |
| 6 | CLX |
Clorox Co /De/
|
38,034 | $3,629,964 | |
| 7 | KVUE |
Kenvue Inc.
|
165,719 | $3,166,890 | |
| 8 | NWL |
Newell Brands Inc.
|
418,586 | $2,570,118 |
All Filings in HELE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,230 | 39,430 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $247,029 | 17,131 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $203,414 | 8,072 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $313,939 | 11,062 | Shares | Sole | 2025-07-10 | |
| 2024-06-30 | $258,466 | 2,787 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,105,257 | 26,946 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,245,681 | 26,866 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,151,665 | 27,039 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||