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 Q2	$428K	Buy	14,740 +14,556	+7,911%	+$344K	﹤0.01%	1739
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 $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arax Advisory Partners's HELE Position: Q2 2026 in Review

Arax Advisory Partners increased its Helen of Troy (HELE) stake by 7,911% in Q2 2026, buying an estimated $344K and bringing the position to 14,740 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Arax Advisory Partners first reported a position in HELE in Q4 2021 and has held it in 16 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Arax Advisory Partners held 14,740 shares of Helen of Troy worth $428K as of Q2 2026.
Arax Advisory Partners bought 14,556 Helen of Troy shares in Q2 2026, an estimated $344K.
Helen of Troy made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1739 holding.
Arax Advisory Partners first reported a position in Helen of Troy in Q4 2021 and has held it in 16 quarters since.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.