Farmers & Merchants Investments Inc’s Helen of Troy HELE Stock Holding History

Farmers & Merchants Investments Inc’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
2025 Q4	–	Sell	-10	Closed	-$252	–	1731
2025 Q3	$252	Hold	10	–	–	﹤0.01%	1721
2025 Q2	$284	Hold	10	–	–	﹤0.01%	1697
2025 Q1	$535	Hold	10	–	–	﹤0.01%	1604
2024 Q4	$598	Hold	10	–	–	﹤0.01%	1614
2024 Q3	$619	Hold	10	–	–	﹤0.01%	1622
2024 Q2	$927	Hold	10	–	–	﹤0.01%	1485
2024 Q1	$1.15K	Hold	10	–	–	﹤0.01%	1380
2023 Q4	$1.21K	Hold	10	–	–	﹤0.01%	1367
2023 Q3	$1.17K	Sell	10 -1	-9%	-$125	﹤0.01%	1321
2023 Q2	$1.19K	Hold	11	–	–	﹤0.01%	1324
2023 Q1	$1.05K	Hold	11	–	–	﹤0.01%	1366
2022 Q4	$1.22K	Hold	11	–	–	﹤0.01%	1319
2022 Q3	$1K	Buy	+11	New	+$1.41K	﹤0.01%	1289
2020 Q4	–	Sell	-41	Closed	-$8K	–	848
2020 Q3	$8K	Hold	41	–	–	﹤0.01%	601
2020 Q2	$8K	Hold	41	–	–	﹤0.01%	590
2020 Q1	$6K	Buy	+41	New	+$6.95K	﹤0.01%	605

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farmers & Merchants Investments Inc's HELE Position: Q4 2025 in Review

Farmers & Merchants Investments Inc sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 10 shares — an estimated $252 sold.

Farmers & Merchants Investments Inc first reported a position in HELE in Q1 2020 and held it in 16 quarters. The position peaked at $8K in Q3 2020. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

Farmers & Merchants Investments Inc reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 10 Helen of Troy shares in Q4 2025, an estimated $252.
Farmers & Merchants Investments Inc first reported a position in Helen of Troy in Q1 2020 and held it in 16 quarters.
Farmers & Merchants Investments Inc's Helen of Troy position peaked at $8K in Q3 2020.
193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2025, filed 3 Feb 2026.