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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
Q3 		$21.7K Sell
793
-6
-0.8% -$170 ﹤0.01% 4073
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Farther Finance Advisors's HELE Position: Q3 2026 in Review

Farther Finance Advisors reduced its Helen of Troy (HELE) stake by 0.75% in Q3 2026, selling an estimated $170 and leaving 793 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4073.

Farther Finance Advisors first reported a position in HELE in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.7K in Q4 2025. 4 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Farther Finance Advisors held 793 shares of Helen of Troy worth $21.7K as of Q3 2026.
  • Farther Finance Advisors sold 6 Helen of Troy shares in Q3 2026, an estimated $170.
  • Helen of Troy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4073 holding.
  • Farther Finance Advisors first reported a position in Helen of Troy in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Helen of Troy position peaked at $28.7K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.