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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
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

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

Covestor's HELE Position: Q2 2026 in Review

Covestor increased its Helen of Troy (HELE) stake by 260% in Q2 2026, buying an estimated $307 and bringing the position to 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Covestor first reported a position in HELE in Q3 2022 and has held it in 16 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Covestor held 18 shares of Helen of Troy worth $1K as of Q2 2026.
  • Covestor bought 13 Helen of Troy shares in Q2 2026, an estimated $307.
  • Helen of Troy made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2183 holding.
  • Covestor first reported a position in Helen of Troy in Q3 2022 and has held it in 16 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.