Position in HELE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,140,304
+$12,948,403 QoQ
Shares Held
692,821
+38.9% QoQ
Ownership
2.97%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 8%
None 3%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,410,355,589 across 21 Household & Personal Products names. HELE ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
13,581,771 | $1,991,630,898 | |
| 2 | CL |
Colgate Palmolive Co
|
5,328,913 | $488,554,742 | |
| 3 | KVUE |
Kenvue Inc.
|
22,585,280 | $431,604,698 | |
| 4 | UL |
Unilever PLC
|
4,808,071 | $289,061,226 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,414,998 | $265,094,328 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
2,312,715 | $224,055,826 | |
| 7 | EL |
Estee Lauder Companies Inc
|
1,648,814 | $130,173,863 | |
| 8 | CLX |
Clorox Co /De/
|
1,203,658 | $114,877,117 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,140,304 | 692,821 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,191,901 | 498,745 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,887,834 | 700,604 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,050,324 | 954,378 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,473,678 | 1,038,537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,840,673 | 1,025,251 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $64,881,205 | 1,084,426 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $67,473,895 | 1,090,928 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $106,967,611 | 1,153,414 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $121,076,559 | 1,050,647 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $125,975,229 | 1,042,755 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $124,389,100 | 1,067,168 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $118,787,971 | 1,099,685 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $84,710,528 | 890,097 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $62,636,531 | 564,751 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $56,636,509 | 587,272 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $98,055,685 | 603,754 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $119,648,056 | 610,948 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $149,456,734 | 611,350 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $139,856,559 | 622,470 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $141,253,272 | 619,206 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $134,096,254 | 636,553 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $144,919,205 | 652,231 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $131,854,852 | 681,350 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $135,951,571 | 720,999 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $115,994,560 | 805,350 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||