Advisory Services Network’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-916
| Closed | -$13.2K | – | 3246 |
|
|
2026
Q1 | $13.2K | Buy |
+916
| New | +$16K | ﹤0.01% | 3417 |
|
|
2025
Q4 | – | Sell |
-950
| Closed | -$23.9K | – | 2872 |
|
|
2025
Q3 | $23.9K | Buy |
+950
| New | +$23K | ﹤0.01% | 2861 |
|
|
2024
Q1 | – | Sell |
-1,071
| Closed | -$129K | – | 2391 |
|
|
2023
Q4 | $129K | Buy |
+1,071
| New | +$115K | ﹤0.01% | 1492 |
|
|
2023
Q2 | – | Sell |
-1,769
| Closed | -$168K | – | 2380 |
|
|
2023
Q1 | $168K | Buy |
1,769
+52
| +3% | +$5.57K | ﹤0.01% | 1380 |
|
|
2022
Q4 | $190K | Buy |
+1,717
| New | +$167K | 0.01% | 1294 |
|
|
2022
Q1 | – | Sell |
-909
| Closed | -$222K | – | 1492 |
|
|
2021
Q4 | $222K | Buy |
909
+7
| +0.8% | +$1.66K | 0.01% | 1254 |
|
|
2021
Q3 | $203K | Sell |
902
-43
| -5% | -$9.84K | 0.01% | 1270 |
|
|
2021
Q2 | $216K | Sell |
945
-80
| -8% | -$17.6K | 0.01% | 1225 |
|
|
2021
Q1 | $216K | Buy |
1,025
+65
| +7% | +$14.7K | 0.01% | 1147 |
|
|
2020
Q4 | $213K | Sell |
960
-4
| -0.4% | -$824 | 0.01% | 1039 |
|
|
2020
Q3 | $187K | Buy |
+964
| New | +$191K | 0.01% | 993 |
|
|
2020
Q2 | – | Sell |
-168
| Closed | -$24K | – | 1756 |
|
|
2020
Q1 | $24K | Buy |
168
+165
| +5,500% | +$28K | ﹤0.01% | 1758 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$481 | ﹤0.01% | 2952 |
|
|
2019
Q1 | – | Sell |
-1,326
| Closed | -$174K | – | 2592 |
|
|
2018
Q4 | $174K | Sell |
1,326
-121
| -8% | -$15.9K | 0.02% | 739 |
|
|
2018
Q3 | $189K | Buy |
1,447
+91
| +7% | +$10.7K | 0.01% | 774 |
|
|
2018
Q2 | $155K | Buy |
1,356
+276
| +26% | +$25.2K | 0.01% | 807 |
|
|
2018
Q1 | $94K | Buy |
1,080
+130
| +14% | +$11.8K | 0.01% | 1044 |
|
|
2017
Q4 | $92K | Sell |
950
-10
| -1% | -$921 | 0.01% | 1014 |
|
|
2017
Q3 | $93K | Hold |
960
| – | – | 0.01% | 886 |
|
|
2017
Q2 | $90K | Buy |
+960
| New | +$89.3K | 0.01% | 873 |
|
|
2015
Q2 | – | Sell |
-54
| Closed | -$4K | – | 1445 |
|
|
2015
Q1 | $4K | Sell |
54
-74
| -58% | -$5.65K | ﹤0.01% | 1054 |
|
|
2014
Q4 | $10K | Buy |
+128
| New | +$7.88K | ﹤0.01% | 741 |
|
Other funds holding HELE
Advisory Services Network's HELE Position: Q2 2026 in Review
Advisory Services Network sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 916 shares — an estimated $13.2K sold.
Advisory Services Network first reported a position in HELE in Q4 2014 and held it in 22 quarters. The position peaked at $222K in Q4 2021. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.
- Advisory Services Network reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
- Advisory Services Network sold 916 Helen of Troy shares in Q2 2026, an estimated $13.2K.
- Advisory Services Network first reported a position in Helen of Troy in Q4 2014 and held it in 22 quarters.
- Advisory Services Network's Helen of Troy position peaked at $222K in Q4 2021.
- 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.