Cetera Investment Advisers
HELE icon

Cetera Investment Advisers’s Helen of Troy HELE Stock Holding History

Cetera Investment Advisers’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
Q1 		$473K Buy
32,787
+2,709
+9% +$47.4K ﹤0.01% 3566
2025
Q4 		$639K Sell
30,078
-10,099
-25% -$206K ﹤0.01% 3222
2025
Q3 		$1.01M Buy
+40,177
New +$973K ﹤0.01% 2752
2022
Q2 		– Sell
-1,150
Closed -$225K – 1881
2022
Q1 		$225K Sell
1,150
-114
-9% -$24K ﹤0.01% 1644
2021
Q4 		$309K Sell
1,264
-1
-0.1% -$237 ﹤0.01% 1476
2021
Q3 		$284K Buy
1,265
+4
+0.3% +$916 ﹤0.01% 1472
2021
Q2 		$288K Buy
+1,261
New +$277K ﹤0.01% 1437
2021
Q1 		– Sell
-901
Closed -$200K – 1647
2020
Q4 		$200K Buy
+901
New +$186K ﹤0.01% 1451

Other funds holding HELE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return