Position in HELE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$883,960
+$657,869 QoQ
Shares Held
30,408
+93.9% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 199 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $154,278,023 across 19 Household & Personal Products names. HELE ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
662,170 | $97,100,608 | |
| 2 | CL |
Colgate Palmolive Co
|
231,520 | $21,225,753 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
91,424 | $8,857,157 | |
| 4 | UL |
Unilever PLC
|
138,577 | $8,331,249 | |
| 5 | KMB |
Kimberly Clark Corp
|
50,022 | $5,490,914 | |
| 6 | KVUE |
Kenvue Inc.
|
122,360 | $2,338,299 | |
| 7 | NWL |
Newell Brands Inc.
|
352,145 | $2,162,170 | |
| 8 | CLX |
Clorox Co /De/
|
22,394 | $2,137,283 |
All Filings in HELE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,960 | 30,408 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $226,091 | 15,679 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $270,337 | 2,915 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $290,430 | 1,188 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $263,549 | 1,173 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $392,594 | 1,721 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $560,144 | 2,659 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $728,783 | 3,280 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $345,433 | 1,785 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $301,507 | 1,599 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||