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 Q3	$51.3K	Buy	1,873 +267	+17%	+$7.55K	﹤0.01%	2351
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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GAMMA Investing's HELE Position: Q3 2026 in Review

GAMMA Investing increased its Helen of Troy (HELE) stake by 17% in Q3 2026, buying an estimated $7.55K and bringing the position to 1,873 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

GAMMA Investing first reported a position in HELE in Q4 2023 and has held it in 12 quarters since. The position peaked at $174K in Q2 2025. 4 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

GAMMA Investing held 1,873 shares of Helen of Troy worth $51.3K as of Q3 2026.
GAMMA Investing bought 267 Helen of Troy shares in Q3 2026, an estimated $7.55K.
Helen of Troy made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2351 holding.
GAMMA Investing first reported a position in Helen of Troy in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Helen of Troy position peaked at $174K in Q2 2025.
4 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.