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Atria Investments’s Helen of Troy HELE Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-3,798
Closed -$203K – 2028
2025
Q1 		$203K Buy
+3,798
New +$219K ﹤0.01% 1818
2016
Q4 		– Sell
-3,086
Closed -$266K – 650
2016
Q3 		$266K Buy
+3,086
New +$289K 0.02% 435

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's HELE Position: Q2 2025 in Review

Atria Investments sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 3,798 shares — an estimated $203K sold.

Atria Investments first reported a position in HELE in Q3 2016 and held it in 2 quarters. The position peaked at $266K in Q3 2016. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • Atria Investments reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 3,798 Helen of Troy shares in Q2 2025, an estimated $203K.
  • Atria Investments first reported a position in Helen of Troy in Q3 2016 and held it in 2 quarters.
  • Atria Investments's Helen of Troy position peaked at $266K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.