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Angeles Wealth Management’s Helen of Troy HELE Stock Holding History

Angeles Wealth Management’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
Q2 		– Sell
-10,855
Closed -$157K – 644
2026
Q1 		$157K Buy
+10,855
New +$190K 0.01% 425

Other funds holding HELE

BlackRock
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Angeles Wealth Management's HELE Position: Q2 2026 in Review

Angeles Wealth Management sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 10,855 shares — an estimated $157K sold.

Angeles Wealth Management first reported a position in HELE in Q1 2026 and held it in 1 quarter. The position peaked at $157K in Q1 2026. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Angeles Wealth Management reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 10,855 Helen of Troy shares in Q2 2026, an estimated $157K.
  • Angeles Wealth Management first reported a position in Helen of Troy in Q1 2026 and held it in 1 quarter.
  • Angeles Wealth Management's Helen of Troy position peaked at $157K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.