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Bullock Wealth Management’s Helen of Troy HELE Stock Holding History

Bullock Wealth Management’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
Q4 		– Sell
-33
Closed -$856 – 614
2025
Q3 		$856 Buy
33
+3
+10% +$73 ﹤0.01% 584
2025
Q2 		$932 Buy
+30
New +$921 ﹤0.01% 546

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bullock Wealth Management's HELE Position: Q4 2025 in Review

Bullock Wealth Management sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 33 shares — an estimated $856 sold.

Bullock Wealth Management first reported a position in HELE in Q2 2025 and held it in 2 quarters. The position peaked at $932 in Q2 2025. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Bullock Wealth Management reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 33 Helen of Troy shares in Q4 2025, an estimated $856.
  • Bullock Wealth Management first reported a position in Helen of Troy in Q2 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Helen of Troy position peaked at $932 in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.