Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,413
+$72,979 QoQ
Shares Held
3,007
+200.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $237,033,752 across 25 Household & Personal Products names. HELE ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,101,504 | $161,524,544 | |
| 2 | KMB |
Kimberly Clark Corp
|
157,804 | $17,322,143 | |
| 3 | CL |
Colgate Palmolive Co
|
170,774 | $15,656,558 | |
| 4 | UL |
Unilever PLC
|
198,689 | $11,945,181 | |
| 5 | CLX |
Clorox Co /De/
|
92,696 | $8,846,904 | |
| 6 | KVUE |
Kenvue Inc.
|
375,935 | $7,184,114 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
79,518 | $5,884,332 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
45,361 | $4,394,571 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,413 | 3,007 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,434 | 1,001 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,630 | 312 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,026 | 1,509 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,639 | 833 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $73,654 | 1,377 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,101 | 102 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $34,695 | 561 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $94,221 | 1,016 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $139,438 | 1,210 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $798,189 | 6,607 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $463,440 | 3,976 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $702,127 | 6,500 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $640,299 | 6,728 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $343,262 | 3,095 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $270,704 | 2,807 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $514,023 | 3,165 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $221,483 | 3,407 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $856,619 | 3,504 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $783,681 | 3,488 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $864,115 | 3,788 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $946,282 | 4,492 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,012,960 | 4,559 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $419,161 | 2,166 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $433,307 | 2,298 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $284,309 | 1,974 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||