Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,960,597
+$13,421,194 QoQ
Shares Held
824,238
+12.8% QoQ
Ownership
3.54%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 199 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,352,688,480 across 9 Household & Personal Products names. HELE ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
|
35,063,391 | $2,108,011,064 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
6,467,523 | $948,397,570 | |
| 3 | KMB |
Kimberly Clark Corp
|
6,486,357 | $712,007,405 | |
| 4 | CL |
Colgate Palmolive Co
|
5,111,313 | $468,605,174 | |
| 5 | KVUE |
Kenvue Inc.
|
2,893,241 | $55,289,833 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
272,818 | $26,430,606 | |
| 7 | HELE |
Helen Of Troy Ltd
This page
|
824,238 | $23,960,597 | |
| 8 | EL |
Estee Lauder Companies Inc
|
78,594 | $6,204,995 |
All Filings in HELE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,960,597 | 824,238 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,539,403 | 730,888 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,084,314 | 756,909 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,829,943 | 747,220 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,180,277 | 288,241 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,956,925 | 279,621 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,350,643 | 239,857 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,992,129 | 242,395 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,460,900 | 123,581 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,379,152 | 81,388 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,380,357 | 85,923 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $9,942,917 | 85,303 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,102,471 | 75,009 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,277,411 | 65,960 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,358,615 | 48,315 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 | $687,968 | 4,236 | Shares | Defined | 2022-08-15 | |
| 2021-03-31 | $367,601 | 1,745 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $27,108,512 | 122,006 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $35,746,045 | 184,715 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $45,534,033 | 241,483 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $31,429,217 | 218,213 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||