Creative Planning’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.02M | Buy |
104,010
+30,305
| +41% | +$717K | ﹤0.01% | 1778 |
|
|
2026
Q1 | $1.06M | Buy |
73,705
+46,617
| +172% | +$815K | ﹤0.01% | 2406 |
|
|
2025
Q4 | $576K | Sell |
27,088
-1,679
| -6% | -$34.3K | ﹤0.01% | 2712 |
|
|
2025
Q3 | $725K | Buy |
28,767
+8,946
| +45% | +$217K | ﹤0.01% | 2406 |
|
|
2025
Q2 | $563K | Buy |
19,821
+15,703
| +381% | +$482K | ﹤0.01% | 2358 |
|
|
2025
Q1 | $220K | Sell |
4,118
-1,184
| -22% | -$68.4K | ﹤0.01% | 2985 |
|
|
2024
Q4 | $317K | Buy |
5,302
+1,268
| +31% | +$84.3K | ﹤0.01% | 2615 |
|
|
2024
Q3 | $250K | Sell |
4,034
-52,529
| -93% | -$3.11M | ﹤0.01% | 2682 |
|
|
2024
Q2 | $5.25M | Sell |
56,563
-218
| -0.4% | -$22.1K | 0.01% | 602 |
|
|
2024
Q1 | $6.54M | Buy |
56,781
+79
| +0.1% | +$9.44K | 0.01% | 529 |
|
|
2023
Q4 | $6.85M | Sell |
56,702
-21,457
| -27% | -$2.31M | 0.01% | 484 |
|
|
2023
Q3 | $9.11M | Sell |
78,159
-3,750
| -5% | -$467K | 0.01% | 376 |
|
|
2023
Q2 | $8.85M | Buy |
81,909
+25
| +0% | +$2.39K | 0.01% | 378 |
|
|
2023
Q1 | $7.79M | Buy |
81,884
+1,968
| +2% | +$211K | 0.01% | 391 |
|
|
2022
Q4 | $8.86M | Buy |
79,916
+200
| +0.3% | +$19.5K | 0.01% | 357 |
|
|
2022
Q3 | $7.69M | Buy |
79,716
+449
| +0.6% | +$57.7K | 0.01% | 354 |
|
|
2022
Q2 | $12.9M | Hold |
79,267
| – | – | 0.02% | 274 |
|
|
2022
Q1 | $15.5M | Buy |
79,267
+173
| +0.2% | +$36.4K | 0.02% | 248 |
|
|
2021
Q4 | $19.3M | Buy |
79,094
+17
| +0% | +$4.03K | 0.03% | 190 |
|
|
2021
Q3 | $17.8M | Buy |
79,077
+1,143
| +1% | +$262K | 0.03% | 188 |
|
|
2021
Q2 | $17.8M | Sell |
77,934
-1,237
| -2% | -$272K | 0.03% | 189 |
|
|
2021
Q1 | $16.7M | Buy |
79,171
+52
| +0.1% | +$11.7K | 0.03% | 196 |
|
|
2020
Q4 | $17.6M | Buy |
79,119
+6
| +0% | +$1.24K | 0.04% | 175 |
|
|
2020
Q3 | $15.3M | Buy |
79,113
+409
| +0.5% | +$81.2K | 0.04% | 166 |
|
|
2020
Q2 | $14.8M | Sell |
78,704
-106
| -0.1% | -$17.3K | 0.04% | 150 |
|
|
2020
Q1 | $11.4M | Buy |
78,810
+87
| +0.1% | +$14.7K | 0.04% | 154 |
|
|
2019
Q4 | $14.2M | Buy |
78,723
+146
| +0.2% | +$23.4K | 0.04% | 152 |
|
|
2019
Q3 | $12.4M | Buy |
78,577
+200
| +0.3% | +$29.7K | 0.04% | 156 |
|
|
2019
Q2 | $10.2M | Sell |
78,377
-53
| -0.1% | -$6.94K | 0.03% | 176 |
|
|
2019
Q1 | $9.1M | Hold |
78,430
| – | – | 0.03% | 175 |
|
|
2018
Q4 | $10.3M | Hold |
78,430
| – | – | 0.04% | 144 |
|
|
2018
Q3 | $10.3M | Buy |
78,430
+88
| +0.1% | +$10.4K | 0.04% | 160 |
|
|
2018
Q2 | $7.71M | Buy |
78,342
+15
| +0% | +$1.37K | 0.03% | 183 |
|
|
2018
Q1 | $6.81M | Sell |
78,327
-33
| -0% | -$3K | 0.03% | 193 |
|
|
2017
Q4 | $7.55M | Buy |
78,360
+33
| +0% | +$3.04K | 0.03% | 175 |
|
|
2017
Q3 | $7.59M | Buy |
78,327
+78,200
| +61,575% | +$7.52M | 0.04% | 174 |
|
|
2017
Q2 | $12K | Buy |
127
+27
| +27% | +$2.51K | ﹤0.01% | 3514 |
|
|
2017
Q1 | $9K | Sell |
100
-125
| -56% | -$11.8K | ﹤0.01% | 3647 |
|
|
2016
Q4 | $19K | Sell |
225
-35
| -13% | -$2.93K | ﹤0.01% | 3115 |
|
|
2016
Q3 | $22K | Hold |
260
| – | – | ﹤0.01% | 2999 |
|
|
2016
Q2 | $27K | Hold |
260
| – | – | ﹤0.01% | 2576 |
|
|
2016
Q1 | $27K | Sell |
260
-13
| -5% | -$1.21K | ﹤0.01% | 2540 |
|
|
2015
Q4 | $26K | Sell |
273
-34
| -11% | -$3.4K | ﹤0.01% | 2639 |
|
|
2015
Q3 | $27K | Buy |
+307
| New | +$27.5K | ﹤0.01% | 2496 |
|
|
2015
Q2 | – | Sell |
-379
| Closed | -$31K | – | 1887 |
|
|
2015
Q1 | $31K | Buy |
379
+119
| +46% | +$9.08K | ﹤0.01% | 2371 |
|
|
2014
Q4 | $17K | Sell |
260
-320
| -55% | -$19.7K | ﹤0.01% | 2764 |
|
|
2014
Q3 | $30K | Buy |
580
+472
| +437% | +$26.5K | ﹤0.01% | 2250 |
|
|
2014
Q2 | $7K | Buy |
108
+48
| +80% | +$2.98K | ﹤0.01% | 3044 |
|
|
2014
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 3169 |
|
|
2013
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 3002 |
|
|
2013
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 2886 |
|
|
2013
Q2 | $2K | Buy |
+60
| New | +$2.28K | ﹤0.01% | 2820 |
|
Other funds holding HELE
Creative Planning's HELE Position: Q2 2026 in Review
Creative Planning increased its Helen of Troy (HELE) stake by 41% in Q2 2026, buying an estimated $717K and bringing the position to 104,010 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.
Creative Planning first reported a position in HELE in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.3M in Q4 2021. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.
- Creative Planning held 104,010 shares of Helen of Troy worth $3.02M as of Q2 2026.
- Creative Planning bought 30,305 Helen of Troy shares in Q2 2026, an estimated $717K.
- Helen of Troy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1778 holding.
- Creative Planning first reported a position in Helen of Troy in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Helen of Troy position peaked at $19.3M in Q4 2021.
- 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.