Covestor
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Covestor’s Helen of Troy HELE Stock Holding History

Covestor’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
Q3 		$0 Sell
11
-7
-39% -$198 ﹤0.01% 2569
2026
Q2 		$1K Buy
18
+13
+260% +$307 ﹤0.01% 2183
2026
Q1 		$0 Buy
5
+3
+150% +$52 ﹤0.01% 2473
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2452
2025
Q3 		$0 Sell
2
-21
-91% -$509 ﹤0.01% 2475
2025
Q2 		$1K Buy
23
+10
+77% +$307 ﹤0.01% 2007
2025
Q1 		$1K Buy
13
+1
+8% +$58 ﹤0.01% 1996
2024
Q4 		$1K Buy
12
+1
+9% +$66 ﹤0.01% 2051
2024
Q3 		$1K Buy
11
+10
+1,000% +$591 ﹤0.01% 1992
2024
Q2 		$0 Hold
1
– – ﹤0.01% 2442
2024
Q1 		$0 Hold
1
– – ﹤0.01% 2439
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2358
2023
Q3 		$0 Sell
1
-1
-50% -$125 ﹤0.01% 2344
2023
Q2 		$0 Hold
2
– – ﹤0.01% 2343
2023
Q1 		$0 Hold
2
– – ﹤0.01% 2251
2022
Q4 		$0 Buy
2
+1
+100% +$97 ﹤0.01% 2275
2022
Q3 		$0 Buy
+1
New +$129 ﹤0.01% 2241

Other funds holding HELE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's HELE Position: Q3 2026 in Review

Covestor reduced its Helen of Troy (HELE) stake by 39% in Q3 2026, selling an estimated $198 and leaving 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Covestor first reported a position in HELE in Q3 2022 and has held it in 17 quarters since. The position peaked at $1K in Q2 2026. 68 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Covestor held 11 shares of Helen of Troy worth $0 as of Q3 2026.
  • Covestor sold 7 Helen of Troy shares in Q3 2026, an estimated $198.
  • Helen of Troy made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2569 holding.
  • Covestor first reported a position in Helen of Troy in Q3 2022 and has held it in 17 quarters since.
  • Covestor's Helen of Troy position peaked at $1K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.