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 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 $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