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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
Q3 		$41.1K Hold
1,499
– – 0.02% 677
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% -$1.8K ﹤0.01% 1716
2025
Q3 		$5.29K Buy
210
+133
+173% +$3.22K ﹤0.01% 1404
2025
Q2 		$2.18K Buy
+77
New +$2.36K ﹤0.01% 1290

Other funds holding HELE

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's HELE Position: Q3 2026 in Review

Essential Partners held its Helen of Troy (HELE) position steady in Q3 2026 at 1,499 shares worth $41.1K. The position accounts for 0.02% of the portfolio, ranked #677.

Essential Partners first reported a position in HELE in Q2 2025 and has held it in 6 quarters since. The position peaked at $43.6K in Q2 2026. 13 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Essential Partners held 1,499 shares of Helen of Troy worth $41.1K as of Q3 2026.
  • Essential Partners left its Helen of Troy share count unchanged in Q3 2026.
  • Helen of Troy made up 0.02% of Essential Partners's portfolio in Q3 2026, its #677 holding.
  • Essential Partners first reported a position in Helen of Troy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Helen of Troy position peaked at $43.6K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.