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Diversified Trust’s Helen of Troy HELE Stock Holding History

Diversified 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 		$343K Buy
+11,796
New +$279K 0.01% 872
2018
Q4 		– Sell
-2,950
Closed -$386K – 353
2018
Q3 		$386K Hold
2,950
– – 0.02% 209
2018
Q2 		$290K Hold
2,950
– – 0.02% 241
2018
Q1 		$257K Buy
+2,950
New +$268K 0.02% 253

Other funds holding HELE

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Diversified Trust's HELE Position: Q2 2026 in Review

Diversified Trust opened a new position in Helen of Troy (HELE) in Q2 2026: 11,796 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Diversified Trust previously reported a position in HELE as recently as Q3 2018.

Diversified Trust first reported a position in HELE in Q1 2018 and has held it in 4 quarters since. The position peaked at $386K in Q3 2018. 21 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Diversified Trust held 11,796 shares of Helen of Troy worth $343K as of Q2 2026.
  • Helen of Troy was a new Diversified Trust position in Q2 2026.
  • Helen of Troy made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #872 holding.
  • Diversified Trust first reported a position in Helen of Troy in Q1 2018 and has held it in 4 quarters since.
  • Diversified Trust's Helen of Troy position peaked at $386K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.