Allworth Financial’s Helen of Troy HELE Stock Holding History

Allworth Financial’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 Q1	$15.4K	Sell	1,069 -281	-21%	-$4.91K	﹤0.01%	3179
2025 Q4	$28.7K	Buy	1,350 +1,218	+923%	+$24.9K	﹤0.01%	2573
2025 Q3	$3.33K	Buy	132 +98	+288%	+$2.37K	﹤0.01%	3769
2025 Q2	$965	Buy	+34	New	+$1.04K	﹤0.01%	3967
2025 Q1	–	Sell	-15	Closed	-$972	–	4109
2024 Q4	$972	Sell	15 -10	-40%	-$665	﹤0.01%	3405
2024 Q3	$1.55K	Buy	25 +15	+150%	+$887	﹤0.01%	3063
2024 Q2	$568	Buy	+10	New	+$1.01K	﹤0.01%	3339
2023 Q4	–	Sell	-3	Closed	-$350	–	3535
2023 Q3	$350	Hold	3	–	–	﹤0.01%	3126
2023 Q2	$325	Hold	3	–	–	﹤0.01%	2993
2023 Q1	$286	Hold	3	–	–	﹤0.01%	2946
2022 Q4	$333	Hold	3	–	–	﹤0.01%	2719
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2840
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2562
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	1940
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	1826
2021 Q3	$1K	Buy	+3	New	+$687	﹤0.01%	1763

Other funds holding HELE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return