Position in HELE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$226,091
-$44,246 QoQ
Shares Held
15,679
+437.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 32.84010459850756.ToString("F0")%
Shared 0.ToString("F0")%
None 67.15989540149245.ToString("F0")%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $137,531,037 across 17 Household & Personal Products names. HELE ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
638,639 | $92,245,017 | |
| 2 | CL |
Colgate Palmolive Co
|
186,192 | $15,869,144 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
80,989 | $7,557,893 | |
| 4 | UL |
Unilever PLC
|
130,749 | $7,448,770 | |
| 5 | KMB |
Kimberly Clark Corp
|
51,105 | $4,930,099 | |
| 6 | CLX |
Clorox Co /De/
|
27,307 | $2,829,824 | |
| 7 | KVUE |
Kenvue Inc.
|
140,188 | $2,416,841 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
14,966 | $1,102,994 |
All Filings in HELE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||