Freestone Grove Partners’s Helen of Troy HELE Stock Holding History

Freestone Grove Partners’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	$87	Hold	3	–	–	﹤0.01%	931
2026 Q1	$43	Buy	+3	New	+$52	﹤0.01%	923

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

Freestone Grove Partners's HELE Position: Q2 2026 in Review

Freestone Grove Partners held its Helen of Troy (HELE) position steady in Q2 2026 at 3 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Freestone Grove Partners first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Freestone Grove Partners held 3 shares of Helen of Troy worth $87 as of Q2 2026.
Freestone Grove Partners left its Helen of Troy share count unchanged in Q2 2026.
Helen of Troy made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #931 holding.
Freestone Grove Partners first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.