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Essential Partners’s Helen of Troy HELE Stock Holding History

Essential Partners’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 		$43.6K Buy
1,499
+263
+21% +$6.22K 0.02% 649
2026
Q1 		$17.8K Buy
1,236
+1,114
+913% +$19.5K 0.01% 974
2025
Q4 		$2.59K Sell
122
-88
-42% -$1.79K ﹤0.01% 1716
2025
Q3 		$5.29K Buy
210
+133
+173% +$3.22K ﹤0.01% 1404
2025
Q2 		$2.19K Buy
+77
New +$2.36K ﹤0.01% 1290

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

Essential Partners's HELE Position: Q2 2026 in Review

Essential Partners increased its Helen of Troy (HELE) stake by 21% in Q2 2026, buying an estimated $6.22K and bringing the position to 1,499 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #649.

Essential Partners first reported a position in HELE in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Essential Partners held 1,499 shares of Helen of Troy worth $43.6K as of Q2 2026.
  • Essential Partners bought 263 Helen of Troy shares in Q2 2026, an estimated $6.22K.
  • Helen of Troy made up 0.02% of Essential Partners's portfolio in Q2 2026, its #649 holding.
  • Essential Partners first reported a position in Helen of Troy in Q2 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.