Clearstead Advisors’s Helen of Troy HELE Stock Holding History

Clearstead 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	$107K	Buy	3,676 +19	+0.5%	+$449	﹤0.01%	1274
2026 Q1	$52.7K	Buy	+3,657	New	+$63.9K	﹤0.01%	1269
2025 Q4	–	Sell	-158	Closed	-$3.98K	–	2960
2025 Q3	$3.98K	Sell	158 -1,140	-88%	-$27.6K	﹤0.01%	2244
2025 Q2	$36.8K	Hold	1,298	–	–	﹤0.01%	1391
2025 Q1	$69.4K	Hold	1,298	–	–	﹤0.01%	1086
2024 Q4	$77.7K	Hold	1,298	–	–	﹤0.01%	1072
2024 Q3	$80.3K	Hold	1,298	–	–	﹤0.01%	1083
2024 Q2	$120K	Buy	+1,298	New	+$132K	﹤0.01%	955
2021 Q4	–	Sell	-60	Closed	-$13K	–	1343
2021 Q3	$13K	Buy	+60	New	+$13.7K	﹤0.01%	904

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

Clearstead Advisors's HELE Position: Q2 2026 in Review

Clearstead Advisors increased its Helen of Troy (HELE) stake by 0.52% in Q2 2026, buying an estimated $449 and bringing the position to 3,676 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Clearstead Advisors first reported a position in HELE in Q3 2021 and has held it in 9 quarters since. The position peaked at $120K in Q2 2024. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Clearstead Advisors held 3,676 shares of Helen of Troy worth $107K as of Q2 2026.
Clearstead Advisors bought 19 Helen of Troy shares in Q2 2026, an estimated $449.
Helen of Troy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1274 holding.
Clearstead Advisors first reported a position in Helen of Troy in Q3 2021 and has held it in 9 quarters since.
Clearstead Advisors's Helen of Troy position peaked at $120K in Q2 2024.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.