Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,733,790
+$10,499,857 QoQ
Shares Held
678,837
+6.0% QoQ
Ownership
2.91%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $2,924,678,866 across 18 Household & Personal Products names. HELE ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
13,934,200 | $2,043,311,084 | |
| 2 | CL |
Colgate Palmolive Co
|
5,226,139 | $479,132,419 | |
| 3 | KMB |
Kimberly Clark Corp
|
671,470 | $73,707,258 | |
| 4 | UL |
Unilever PLC
|
1,033,720 | $62,147,244 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
614,994 | $59,580,616 | |
| 6 | KVUE |
Kenvue Inc.
|
1,692,816 | $32,349,711 | |
| 7 | EPC |
EDGEWELL PERSONAL CARE Co
|
1,144,488 | $30,740,946 | |
| 8 | CLX |
Clorox Co /De/
|
280,557 | $26,776,357 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,733,790 | 678,837 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,233,933 | 640,356 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,678,444 | 784,868 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,604,985 | 658,928 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,773,212 | 450,078 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,668,861 | 143,370 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,650,402 | 111,155 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,288,465 | 117,841 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,032,071 | 54,260 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,399,632 | 38,178 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,824,425 | 39,934 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,619,388 | 39,631 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,682,558 | 43,349 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,298,304 | 55,672 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $5,288,188 | 47,680 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,667,791 | 48,401 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,171,658 | 50,315 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,995,827 | 56,147 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,420,669 | 54,897 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,569,946 | 55,946 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,080,022 | 61,722 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,098,417 | 62,178 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $73,264,262 | 329,737 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $54,460,202 | 281,419 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $71,815,525 | 380,863 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $54,409,779 | 377,767 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||