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
2026 Q2	$58	Buy	+2	New	+$47	﹤0.01%	1074
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Glen Eagle Advisors's HELE Position: Q2 2026 in Review

Glen Eagle Advisors opened a new position in Helen of Troy (HELE) in Q2 2026: 2 shares worth $58. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Glen Eagle Advisors previously reported a position in HELE as recently as Q3 2025.

Glen Eagle Advisors first reported a position in HELE in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.06K in Q2 2022. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Glen Eagle Advisors held 2 shares of Helen of Troy worth $58 as of Q2 2026.
Helen of Troy was a new Glen Eagle Advisors position in Q2 2026.
Helen of Troy made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #1074 holding.
Glen Eagle Advisors first reported a position in Helen of Troy in Q2 2022 and has held it in 7 quarters since.
Glen Eagle Advisors's Helen of Troy position peaked at $4.06K in Q2 2022.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.