Carolinas Wealth Consulting’s Helen of Troy HELE Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-18	Closed	-$963	–	398
2025 Q1	$963	Hold	18	–	–	﹤0.01%	910
2024 Q4	$1.08K	Buy	+18	New	+$1.2K	﹤0.01%	932
2024 Q3	–	Sell	-20	Closed	-$1.85K	–	1071
2024 Q2	$1.85K	Sell	20 -3	-13%	-$304	﹤0.01%	815
2024 Q1	$2.65K	Buy	23 +3	+15%	+$358	﹤0.01%	747
2023 Q4	$2.42K	Sell	20 -2	-9%	-$216	﹤0.01%	720
2023 Q3	$2.16K	Buy	22 +1	+5%	+$125	﹤0.01%	734
2023 Q2	$2.27K	Sell	21 -5	-19%	-$479	﹤0.01%	796
2023 Q1	$2.47K	Buy	26 +9	+53%	+$963	﹤0.01%	786
2022 Q4	$1.89K	Buy	+17	New	+$1.66K	﹤0.01%	816

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's HELE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 18 shares — an estimated $963 sold.

Carolinas Wealth Consulting first reported a position in HELE in Q4 2022 and held it in 9 quarters. The position peaked at $2.65K in Q1 2024. 209 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 18 Helen of Troy shares in Q2 2025, an estimated $963.
Carolinas Wealth Consulting first reported a position in Helen of Troy in Q4 2022 and held it in 9 quarters.
Carolinas Wealth Consulting's Helen of Troy position peaked at $2.65K in Q1 2024.
209 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.