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Farther Finance Advisors’s Helen of Troy HELE Stock Holding History

Farther Finance 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 		$23.2K Buy
799
+397
+99% +$9.39K ﹤0.01% 3869
2026
Q1 		$5.83K Sell
402
-949
-70% -$16.6K ﹤0.01% 4419
2025
Q4 		$28.7K Buy
1,351
+1,327
+5,529% +$27.1K ﹤0.01% 3188
2025
Q3 		$605 Buy
+24
New +$581 ﹤0.01% 4494
2025
Q2 		– Sell
-29
Closed -$1.53K – 4562
2025
Q1 		$1.53K Buy
29
+28
+2,800% +$1.62K ﹤0.01% 3481
2024
Q4 		$60 Sell
1
-5
-83% -$332 ﹤0.01% 3855
2024
Q3 		$371 Sell
6
-80
-93% -$4.73K ﹤0.01% 3489
2024
Q2 		$7.74K Buy
86
+44
+105% +$4.46K ﹤0.01% 2180
2024
Q1 		$4.82K Sell
42
-32
-43% -$3.82K ﹤0.01% 2082
2023
Q4 		$8.94K Buy
+74
New +$7.97K ﹤0.01% 1669

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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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

Farther Finance Advisors's HELE Position: Q2 2026 in Review

Farther Finance Advisors increased its Helen of Troy (HELE) stake by 99% in Q2 2026, buying an estimated $9.39K and bringing the position to 799 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

Farther Finance Advisors first reported a position in HELE in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.7K in Q4 2025. 23 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Farther Finance Advisors held 799 shares of Helen of Troy worth $23.2K as of Q2 2026.
  • Farther Finance Advisors bought 397 Helen of Troy shares in Q2 2026, an estimated $9.39K.
  • Helen of Troy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3869 holding.
  • Farther Finance Advisors first reported a position in Helen of Troy in Q4 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's Helen of Troy position peaked at $28.7K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.