Position in HELE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$959
+$282 QoQ
Shares Held
33
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 199 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $2,082,103 across 8 Household & Personal Products names. HELE ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,137 | $1,779,769 | |
| 2 | CL |
Colgate Palmolive Co
|
2,434 | $223,149 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
340 | $32,939 | |
| 4 | KMB |
Kimberly Clark Corp
|
298 | $32,711 | |
| 5 | EL |
Estee Lauder Companies Inc
|
82 | $6,473 | |
| 6 | KVUE |
Kenvue Inc.
|
276 | $5,274 | |
| 7 | HELE |
Helen Of Troy Ltd
This page
|
33 | $959 | |
| 8 | COTY |
Coty Inc.
|
384 | $829 |
All Filings in HELE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959 | 33 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $677 | 47 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,912 | 90 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $932 | 37 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,043 | 72 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,283 | 24 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||