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Brighton Jones LLC’s Helen of Troy HELE Stock Holding History

Brighton Jones LLC’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 		$216K Buy
+7,440
New +$176K ﹤0.01% 1215

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brighton Jones LLC's HELE Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in Helen of Troy (HELE) in Q2 2026: 7,440 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings.

88 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Brighton Jones LLC held 7,440 shares of Helen of Troy worth $216K as of Q2 2026.
  • Helen of Troy was a new Brighton Jones LLC position in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1215 holding.
  • 88 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.