Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,692,137
+$3,640,216 QoQ
Shares Held
195,808
+37.6% QoQ
Ownership
0.841%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,275,294,497 across 23 Household & Personal Products names. HELE ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
13,975,738 | $2,049,402,217 | |
| 2 | CL |
Colgate Palmolive Co
|
3,934,374 | $360,703,406 | |
| 3 | KMB |
Kimberly Clark Corp
|
2,424,375 | $266,123,642 | |
| 4 | UL |
Unilever PLC
|
4,080,798 | $245,337,574 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
1,522,878 | $147,536,419 | |
| 6 | CLX |
Clorox Co /De/
|
1,150,084 | $109,764,015 | |
| 7 | KVUE |
Kenvue Inc.
|
2,208,447 | $42,203,421 | |
| 8 | EL |
Estee Lauder Companies Inc
|
203,525 | $16,068,296 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,692,137 | 195,808 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,051,921 | 142,297 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,918,559 | 137,344 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,464,330 | 177,156 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,056,071 | 107,684 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,000,882 | 112,187 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,554,975 | 92,846 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,372,670 | 70,698 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,006,645 | 43,203 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,723,686 | 40,990 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,501,861 | 37,264 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,517,281 | 38,755 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,711,182 | 43,614 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,776,058 | 39,677 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,437,169 | 12,958 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,120,727 | 11,621 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,339,960 | 20,565 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,306,388 | 62,839 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,781,786 | 89,098 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $259,660,200 | 1,155,689 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $244,209,299 | 1,070,530 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $211,390,776 | 1,003,469 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $139,167,814 | 626,346 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $91,172,301 | 471,126 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $80,535,482 | 427,108 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $78,036,027 | 541,804 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||