Gilpin Wealth Management’s Helen of Troy HELE Stock Holding History

Gilpin Wealth Management’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 Q1	–	Sell	-2	Closed	-$43	–	1029
2025 Q4	$43	Buy	+2	New	+$41	﹤0.01%	959

Other funds holding HELE

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

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

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

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Gilpin Wealth Management's HELE Position: Q1 2026 in Review

Gilpin Wealth Management sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 2 shares — an estimated $43 sold.

Gilpin Wealth Management first reported a position in HELE in Q4 2025 and held it in 1 quarter. The position peaked at $43 in Q4 2025. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

Gilpin Wealth Management reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
Gilpin Wealth Management sold 2 Helen of Troy shares in Q1 2026, an estimated $43.
Gilpin Wealth Management first reported a position in Helen of Troy in Q4 2025 and held it in 1 quarter.
Gilpin Wealth Management's Helen of Troy position peaked at $43 in Q4 2025.
188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Gilpin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.