Superior Planning, LLC’s Helen of Troy HELE Stock Holding History

Superior Planning, LLC’s Portfolio HELE Stock Details HELE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$576	Buy	+21	New	+$594	﹤0.01%	1860

Other funds holding HELE

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Superior Planning, LLC's HELE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Helen of Troy (HELE) in Q3 2026: 21 shares worth $576. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings.

114 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

Superior Planning, LLC held 21 shares of Helen of Troy worth $576 as of Q3 2026.
Helen of Troy was a new Superior Planning, LLC position in Q3 2026.
Helen of Troy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1860 holding.
114 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.