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GHP Investment Advisors’s Helen of Troy HELE Stock Holding History

GHP Investment Advisors’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 		– Sell
-55
Closed -$794 – 1423
2026
Q1 		$794 Hold
55
– – ﹤0.01% 1060
2025
Q4 		$1.17K Hold
55
– – ﹤0.01% 911
2025
Q3 		$1.39K Sell
55
-139
-72% -$3.37K ﹤0.01% 866
2025
Q2 		$5.51K Buy
194
+52
+37% +$1.6K ﹤0.01% 764
2025
Q1 		$7.6K Buy
142
+87
+158% +$5.03K ﹤0.01% 724
2024
Q4 		$3.29K Hold
55
– – ﹤0.01% 857
2024
Q3 		$3.4K Sell
55
-6,687
-99% -$395K ﹤0.01% 850
2024
Q2 		$625K Sell
6,742
-1,820
-21% -$184K 0.03% 288
2024
Q1 		$987K Sell
8,562
-1,667
-16% -$199K 0.05% 269
2023
Q4 		$1.24M Sell
10,229
-1,233
-11% -$133K 0.07% 251
2023
Q3 		$1.28M Sell
11,462
-985
-8% -$123K 0.08% 242
2023
Q2 		$1.55M Sell
12,447
-1,299
-9% -$124K 0.09% 232
2023
Q1 		$1.31M Sell
13,746
-251
-2% -$26.9K 0.08% 243
2022
Q4 		$1.55M Sell
13,997
-1,974
-12% -$192K 0.11% 230
2022
Q3 		$1.54M Sell
15,971
-1,110
-6% -$143K 0.12% 221
2022
Q2 		$2.77M Sell
17,081
-1,222
-7% -$230K 0.21% 165
2022
Q1 		$3.58M Buy
+18,303
New +$3.86M 0.24% 146

Other funds holding HELE

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GHP Investment Advisors's HELE Position: Q2 2026 in Review

GHP Investment Advisors sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 55 shares — an estimated $794 sold.

GHP Investment Advisors first reported a position in HELE in Q1 2022 and held it in 17 quarters. The position peaked at $3.58M in Q1 2022. 40 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • GHP Investment Advisors reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 55 Helen of Troy shares in Q2 2026, an estimated $794.
  • GHP Investment Advisors first reported a position in Helen of Troy in Q1 2022 and held it in 17 quarters.
  • GHP Investment Advisors's Helen of Troy position peaked at $3.58M in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.