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Glen Eagle Advisors’s Helen of Troy HELE Stock Holding History

Glen Eagle 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
2025
Q4 		– Sell
-2
Closed -$50 – 1086
2025
Q3 		$50 Buy
+2
New +$48 ﹤0.01% 1106
2024
Q2 		– Sell
-2
Closed -$230 – 1168
2024
Q1 		$230 Hold
2
– – ﹤0.01% 1056
2023
Q4 		$242 Hold
2
– – ﹤0.01% 992
2023
Q3 		$233 Sell
2
-23
-92% -$2.86K ﹤0.01% 991
2023
Q2 		$2.7K Buy
+25
New +$2.39K ﹤0.01% 829
2022
Q3 		– Sell
-25
Closed -$4.06K – 1111
2022
Q2 		$4.06K Buy
+25
New +$4.71K ﹤0.01% 743

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glen Eagle Advisors's HELE Position: Q4 2025 in Review

Glen Eagle Advisors sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 2 shares — an estimated $50 sold.

Glen Eagle Advisors first reported a position in HELE in Q2 2022 and held it in 6 quarters. The position peaked at $4.06K in Q2 2022. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Glen Eagle Advisors reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Glen Eagle Advisors sold 2 Helen of Troy shares in Q4 2025, an estimated $50.
  • Glen Eagle Advisors first reported a position in Helen of Troy in Q2 2022 and held it in 6 quarters.
  • Glen Eagle Advisors's Helen of Troy position peaked at $4.06K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Glen Eagle Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.