Fortitude Family Office’s Helen of Troy HELE Stock Holding History

Fortitude Family Office’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	$1.31K	Buy	+45	New	+$1.06K	﹤0.01%	1649
2026 Q1	–	Sell	-53	Closed	-$1.13K	–	1972
2025 Q4	$1.13K	Buy	+53	New	+$1.08K	﹤0.01%	1403
2025 Q3	–	Sell	-39	Closed	-$1.11K	–	2052
2025 Q2	$1.11K	Buy	+39	New	+$1.2K	﹤0.01%	1465

Other funds holding HELE

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fortitude Family Office's HELE Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Helen of Troy (HELE) in Q2 2026: 45 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #1649 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HELE as recently as Q4 2025.

Fortitude Family Office first reported a position in HELE in Q2 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Fortitude Family Office held 45 shares of Helen of Troy worth $1.31K as of Q2 2026.
Helen of Troy was a new Fortitude Family Office position in Q2 2026.
Helen of Troy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1649 holding.
Fortitude Family Office first reported a position in Helen of Troy in Q2 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.