Position in HELE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,469,607
+$5,420,418 QoQ
Shares Held
325,752
+16.0% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $12,092,775,323 across 28 Household & Personal Products names. HELE ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
47,157,141 | $6,915,123,147 | |
| 2 | CL |
Colgate Palmolive Co
|
22,072,925 | $2,023,645,754 | |
| 3 | KMB |
Kimberly Clark Corp
|
6,857,668 | $752,766,207 | |
| 4 | UL |
Unilever PLC
|
9,665,376 | $581,082,400 | |
| 5 | KVUE |
Kenvue Inc.
|
24,800,330 | $473,934,301 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
4,072,308 | $394,525,191 | |
| 7 | EL |
Estee Lauder Companies Inc
|
3,528,886 | $278,605,544 | |
| 8 | CLX |
Clorox Co /De/
|
2,246,813 | $214,435,825 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,469,607 | 325,752 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,049,189 | 280,804 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,959,673 | 374,573 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,117,699 | 322,131 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,164,863 | 322,934 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $14,734,832 | 275,469 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,298,516 | 372,698 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $24,107,641 | 389,776 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $16,838,983 | 181,572 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $19,574,777 | 169,861 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $18,373,263 | 152,084 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,597,874 | 150,977 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,272,561 | 150,644 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,103,233 | 169,205 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,401,919 | 147,885 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,798,438 | 143,078 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,372,052 | 150,065 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,947,184 | 40,580 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $20,792,661 | 85,052 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,294,319 | 99,227 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,448,303 | 107,173 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $20,386,829 | 96,776 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,074,410 | 76,846 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,974,158 | 67,043 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,226,737 | 54,236 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,830,046 | 68,250 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||