Position in HELE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$106,861
+$54,128 QoQ
Shares Held
3,676
+0.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 199 holders
Holding Since
Sep 2021
9 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 Advisors, LLC holds $40,338,178 across 19 Household & Personal Products names. HELE ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
197,251 | $28,924,886 | |
| 2 | CL |
Colgate Palmolive Co
|
47,695 | $4,372,677 | |
| 3 | CLX |
Clorox Co /De/
|
23,327 | $2,226,328 | |
| 4 | KVUE |
Kenvue Inc.
|
76,591 | $1,463,654 | |
| 5 | KMB |
Kimberly Clark Corp
|
12,830 | $1,408,349 | |
| 6 | UL |
Unilever PLC
|
12,509 | $752,041 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
7,298 | $707,030 | |
| 8 | EL |
Estee Lauder Companies Inc
|
4,537 | $358,196 |
All Filings in HELE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,861 | 3,676 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $52,733 | 3,657 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $3,981 | 158 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,837 | 1,298 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $69,430 | 1,298 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $77,659 | 1,298 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,281 | 1,298 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $120,376 | 1,298 | Shares | Sole | 2024-08-12 | |
| 2021-09-30 | $13,480 | 60 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||