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EverSource Wealth Advisors’s Helen of Troy HELE Stock Holding History

EverSource Wealth Advisors’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 		$31.5K Sell
1,082
-100
-8% -$2.37K ﹤0.01% 2110
2026
Q1 		$17K Buy
1,182
+1,052
+809% +$18.4K ﹤0.01% 2603
2025
Q4 		$2.76K Sell
130
-89
-41% -$1.82K ﹤0.01% 3377
2025
Q3 		$5.52K Sell
219
-166
-43% -$4.02K ﹤0.01% 3119
2025
Q2 		$10.9K Buy
385
+279
+263% +$8.56K ﹤0.01% 2752
2025
Q1 		$5.67K Buy
106
+57
+116% +$3.29K ﹤0.01% 2433
2024
Q4 		$2.93K Buy
49
+37
+308% +$2.46K ﹤0.01% 2568
2024
Q3 		$743 Sell
12
-46
-79% -$2.72K ﹤0.01% 2779
2024
Q2 		$3.43K Buy
58
+5
+9% +$507 ﹤0.01% 2355
2024
Q1 		$4.91K Sell
53
-66
-55% -$7.88K ﹤0.01% 2061
2023
Q4 		$14.4K Buy
119
+70
+143% +$7.54K ﹤0.01% 1400
2023
Q3 		$5.71K Hold
49
– – ﹤0.01% 1657
2023
Q2 		$5.29K Buy
49
+1
+2% +$96 ﹤0.01% 1714
2023
Q1 		$4.57K Sell
48
-10
-17% -$1.07K ﹤0.01% 1669
2022
Q4 		$6.43K Buy
58
+42
+263% +$4.09K ﹤0.01% 1501
2022
Q3 		$2K Buy
+16
New +$2.06K ﹤0.01% 1672

Other funds holding HELE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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

EverSource Wealth Advisors's HELE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Helen of Troy (HELE) stake by 8.5% in Q2 2026, selling an estimated $2.37K and leaving 1,082 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

EverSource Wealth Advisors first reported a position in HELE in Q3 2022 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • EverSource Wealth Advisors held 1,082 shares of Helen of Troy worth $31.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 100 Helen of Troy shares in Q2 2026, an estimated $2.37K.
  • Helen of Troy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2110 holding.
  • EverSource Wealth Advisors first reported a position in Helen of Troy in Q3 2022 and has held it in 16 quarters since.
  • 58 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.