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

Caerus 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 		$215K Buy
+7,383
New +$175K 0.07% 296

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Caerus Investment Advisors opened a new position in Helen of Troy (HELE) in Q2 2026: 7,383 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #296 among its holdings.

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

  • Caerus Investment Advisors held 7,383 shares of Helen of Troy worth $215K as of Q2 2026.
  • Helen of Troy was a new Caerus Investment Advisors position in Q2 2026.
  • Helen of Troy made up 0.07% of Caerus Investment Advisors's portfolio in Q2 2026, its #296 holding.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.