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Capstone Financial Advisors’s Helen of Troy HELE Stock Holding History

Capstone Financial 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 		$233K Sell
8,000
-2,000
-20% -$47.3K 0.01% 169
2026
Q1 		$144K Buy
+10,000
New +$175K 0.01% 175

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

Capstone Financial Advisors's HELE Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Helen of Troy (HELE) stake by 20% in Q2 2026, selling an estimated $47.3K and leaving 8,000 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #169.

Capstone Financial Advisors first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Capstone Financial Advisors held 8,000 shares of Helen of Troy worth $233K as of Q2 2026.
  • Capstone Financial Advisors sold 2,000 Helen of Troy shares in Q2 2026, an estimated $47.3K.
  • Helen of Troy made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #169 holding.
  • Capstone Financial Advisors first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

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