Cerity Partners’s Helen of Troy HELE Stock Holding History

Cerity Partners’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	$1.83M	Buy	63,015 +33,081	+111%	+$782K	﹤0.01%	1645
2026 Q1	$432K	Buy	+29,934	New	+$523K	﹤0.01%	2374
2025 Q4	–	Sell	-11,416	Closed	-$288K	–	2938
2025 Q3	$288K	Sell	11,416 -7,382	-39%	-$179K	﹤0.01%	2307
2025 Q2	$533K	Buy	+18,798	New	+$577K	﹤0.01%	1821
2024 Q4	–	Sell	-3,721	Closed	-$230K	–	2502
2024 Q3	$230K	Buy	+3,721	New	+$220K	﹤0.01%	2232

Other funds holding HELE

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's HELE Position: Q2 2026 in Review

Cerity Partners increased its Helen of Troy (HELE) stake by 111% in Q2 2026, buying an estimated $782K and bringing the position to 63,015 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Cerity Partners first reported a position in HELE in Q3 2024 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Cerity Partners held 63,015 shares of Helen of Troy worth $1.83M as of Q2 2026.
Cerity Partners bought 33,081 Helen of Troy shares in Q2 2026, an estimated $782K.
Helen of Troy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1645 holding.
Cerity Partners first reported a position in Helen of Troy in Q3 2024 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.