Position in HELE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,109,369
+$636,581 QoQ
Shares Held
38,162
+16.4% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 199 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cetera Investment Advisers holds $295,570,698 across 16 Household & Personal Products names. HELE ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,090,835 | $159,960,044 | |
| 2 | KMB |
Kimberly Clark Corp
|
371,899 | $40,823,353 | |
| 3 | CL |
Colgate Palmolive Co
|
432,280 | $39,631,430 | |
| 4 | UL |
Unilever PLC
|
340,200 | $20,452,824 | |
| 5 | CLX |
Clorox Co /De/
|
115,987 | $11,069,799 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
107,195 | $10,385,051 | |
| 7 | KVUE |
Kenvue Inc.
|
261,235 | $4,992,200 | |
| 8 | EL |
Estee Lauder Companies Inc
|
45,101 | $3,560,723 |
All Filings in HELE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,369 | 38,162 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $472,788 | 32,787 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $639,157 | 30,078 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,012,460 | 40,177 | Shares | Sole | 2025-11-14 | |
| 2022-03-31 | $225,216 | 1,150 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $309,010 | 1,264 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $284,220 | 1,265 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $287,659 | 1,261 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $200,193 | 901 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||