Global Retirement Partners’s Helen of Troy HELE Stock Holding History

Global Retirement Partners’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	$191	Sell	9 -41	-82%	-$836	﹤0.01%	4114
2025 Q3	$1.26K	Buy	+50	New	+$1.21K	﹤0.01%	3469
2024 Q4	$1.74K	Sell	29 -4	-12%	-$266	﹤0.01%	3120
2024 Q3	$2.04K	Buy	33 +28	+560%	+$1.66K	﹤0.01%	2934
2024 Q2	$464	Hold	5	–	–	﹤0.01%	3303
2024 Q1	$576	Hold	5	–	–	﹤0.01%	3105
2023 Q4	$587	Buy	+5	New	+$539	﹤0.01%	3039
2022 Q4	–	Sell	-3	Closed	–	–	3047
2022 Q3	$0	Buy	+3	New	+$386	﹤0.01%	2816
2020 Q3	–	Sell	-83	Closed	-$16K	–	1663
2020 Q2	$16K	Buy	+83	New	+$13.6K	﹤0.01%	969

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's HELE Position: Q4 2025 in Review

Global Retirement Partners reduced its Helen of Troy (HELE) stake by 82% in Q4 2025, selling an estimated $836 and leaving 9 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

Global Retirement Partners first reported a position in HELE in Q2 2020 and has held it in 9 quarters since. The position peaked at $16K in Q2 2020. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

Global Retirement Partners held 9 shares of Helen of Troy worth $191 as of Q4 2025.
Global Retirement Partners sold 41 Helen of Troy shares in Q4 2025, an estimated $836.
Helen of Troy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4114 holding.
Global Retirement Partners first reported a position in Helen of Troy in Q2 2020 and has held it in 9 quarters since.
Global Retirement Partners's Helen of Troy position peaked at $16K in Q2 2020.
192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.