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 Q2	$1.11M	Buy	38,162 +5,375	+16%	+$127K	﹤0.01%	2960
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 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

Cetera Investment Advisers's HELE Position: Q2 2026 in Review

Cetera Investment Advisers increased its Helen of Troy (HELE) stake by 16% in Q2 2026, buying an estimated $127K and bringing the position to 38,162 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Cetera Investment Advisers first reported a position in HELE in Q4 2020 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Cetera Investment Advisers held 38,162 shares of Helen of Troy worth $1.11M as of Q2 2026.
Cetera Investment Advisers bought 5,375 Helen of Troy shares in Q2 2026, an estimated $127K.
Helen of Troy made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2960 holding.
Cetera Investment Advisers first reported a position in Helen of Troy in Q4 2020 and has held it in 9 quarters since.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.