Bell Investment Advisors’s Helen of Troy HELE Stock Holding History

Bell Investment Advisors’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	$146	Hold	5	–	–	﹤0.01%	1806
2026 Q1	$73	Hold	5	–	–	﹤0.01%	1852
2025 Q4	$107	Sell	5 -26	-84%	-$530	﹤0.01%	1792
2025 Q3	$782	Buy	31 +21	+210%	+$509	﹤0.01%	1628
2025 Q2	$284	Sell	10 -5	-33%	-$153	﹤0.01%	1837
2025 Q1	$803	Hold	15	–	–	﹤0.01%	1625
2024 Q4	$898	Hold	15	–	–	﹤0.01%	1617
2024 Q3	$928	Hold	15	–	–	﹤0.01%	1615
2024 Q2	$1.39K	Buy	15 +5	+50%	+$507	﹤0.01%	1501
2024 Q1	$1.15K	Hold	10	–	–	﹤0.01%	1562
2023 Q4	$1.21K	Sell	10 -9	-47%	-$970	﹤0.01%	1529
2023 Q3	$2.21K	Hold	19	–	–	﹤0.01%	1220
2023 Q2	$2.05K	Sell	19 -11	-37%	-$1.05K	﹤0.01%	1285
2023 Q1	$2.86K	Sell	30 -23	-43%	-$2.46K	﹤0.01%	1069
2022 Q4	$5.88K	Buy	53 +29	+121%	+$2.82K	﹤0.01%	724
2022 Q3	$2K	Buy	24 +18	+300%	+$2.31K	﹤0.01%	1114
2022 Q2	$1K	Buy	+6	New	+$1.13K	﹤0.01%	1451
2021 Q4	$0	Sell	2 -4	-67%	-$948	﹤0.01%	1852
2021 Q3	$1K	Buy	+6	New	+$1.37K	﹤0.01%	1401

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

Bell Investment Advisors's HELE Position: Q2 2026 in Review

Bell Investment Advisors held its Helen of Troy (HELE) position steady in Q2 2026 at 5 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Bell Investment Advisors first reported a position in HELE in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.88K in Q4 2022. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Bell Investment Advisors held 5 shares of Helen of Troy worth $146 as of Q2 2026.
Bell Investment Advisors left its Helen of Troy share count unchanged in Q2 2026.
Helen of Troy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1806 holding.
Bell Investment Advisors first reported a position in Helen of Troy in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Helen of Troy position peaked at $5.88K in Q4 2022.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.