GAMMA Investing’s Helen of Troy HELE Stock Holding History

GAMMA Investing’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	$46.7K	Sell	1,606 -122	-7%	-$2.89K	﹤0.01%	2346
2026 Q1	$24.9K	Sell	1,728 -441	-20%	-$7.71K	﹤0.01%	2611
2025 Q4	$46.1K	Sell	2,169 -859	-28%	-$17.5K	﹤0.01%	2120
2025 Q3	$76.3K	Sell	3,028 -3,086	-50%	-$74.7K	﹤0.01%	1702
2025 Q2	$174K	Buy	6,114 +5,415	+775%	+$166K	0.01%	1011
2025 Q1	$37.4K	Buy	699 +215	+44%	+$12.4K	﹤0.01%	1999
2024 Q4	$29K	Buy	484 +237	+96%	+$15.8K	﹤0.01%	2066
2024 Q3	$15.3K	Buy	247 +180	+269%	+$10.6K	﹤0.01%	2261
2024 Q2	$6.21K	Buy	67 +51	+319%	+$5.17K	﹤0.01%	2473
2024 Q1	$1.84K	Buy	16 +11	+220%	+$1.31K	﹤0.01%	2770
2023 Q4	$573	Buy	+5	New	+$539	﹤0.01%	2931

Other funds holding HELE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return