Arax Advisory Partners’s Helen of Troy HELE Stock Holding History

Arax Advisory Partners’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	$2.65K	Sell	184 -163	-47%	-$2.85K	﹤0.01%	3027
2025 Q4	$7.37K	Sell	347 -489	-58%	-$9.98K	﹤0.01%	2643
2025 Q3	$21.1K	Buy	836 +722	+633%	+$17.5K	﹤0.01%	2243
2025 Q2	$3.24K	Buy	+114	New	+$3.5K	﹤0.01%	2396
2024 Q4	–	Sell	-30	Closed	-$1.86K	–	2557
2024 Q3	$1.86K	Sell	30 -6	-17%	-$355	﹤0.01%	2095
2024 Q2	$3.34K	Buy	36 +33	+1,100%	+$3.34K	﹤0.01%	1773
2024 Q1	$346	Hold	3	–	–	﹤0.01%	1251
2023 Q4	$363	Sell	3 -3	-50%	-$323	﹤0.01%	1243
2023 Q3	$699	Hold	6	–	–	﹤0.01%	1195
2023 Q2	$648	Hold	6	–	–	﹤0.01%	1174
2023 Q1	$572	Hold	6	–	–	﹤0.01%	1176
2022 Q4	$665	Hold	6	–	–	﹤0.01%	1140
2022 Q3	$1K	Buy	+6	New	+$771	﹤0.01%	1084
2022 Q2	–	Sell	-3	Closed	-$1K	–	1191
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	1038
2021 Q4	$1K	Buy	+3	New	+$711	﹤0.01%	1018

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