Focus Partners Advisor Solutions’s Helen of Troy HELE Stock Holding History

Focus Partners Advisor Solutions’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	$283K	Buy	+10,334	New	+$292K	﹤0.01%	1124

Other funds holding HELE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Focus Partners Advisor Solutions's HELE Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Helen of Troy (HELE) in Q3 2026: 10,334 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings.

147 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

Focus Partners Advisor Solutions held 10,334 shares of Helen of Troy worth $283K as of Q3 2026.
Helen of Troy was a new Focus Partners Advisor Solutions position in Q3 2026.
Helen of Troy made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1124 holding.
147 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.