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Clearstead Trust’s Helen of Troy HELE Stock Holding History

Clearstead Trust’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 		$960 Sell
33
-14
-30% -$331 ﹤0.01% 938
2026
Q1 		$678 Sell
47
-43
-48% -$752 ﹤0.01% 960
2025
Q4 		$1.91K Buy
90
+53
+143% +$1.08K ﹤0.01% 904
2025
Q3 		$933 Sell
37
-35
-49% -$848 ﹤0.01% 1230
2025
Q2 		$2.04K Buy
72
+48
+200% +$1.47K ﹤0.01% 946
2025
Q1 		$1.28K Buy
+24
New +$1.39K ﹤0.01% 813

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Trust's HELE Position: Q2 2026 in Review

Clearstead Trust reduced its Helen of Troy (HELE) stake by 30% in Q2 2026, selling an estimated $331 and leaving 33 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Clearstead Trust first reported a position in HELE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04K in Q2 2025. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Clearstead Trust held 33 shares of Helen of Troy worth $960 as of Q2 2026.
  • Clearstead Trust sold 14 Helen of Troy shares in Q2 2026, an estimated $331.
  • Helen of Troy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #938 holding.
  • Clearstead Trust first reported a position in Helen of Troy in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Helen of Troy position peaked at $2.04K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

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