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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
2026
Q2 		$174 Buy
+6
New +$142 ﹤0.01% 4402
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Retirement Partners's HELE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Helen of Troy (HELE) in Q2 2026: 6 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #4402 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HELE as recently as Q4 2025.

Global Retirement Partners first reported a position in HELE in Q2 2020 and has held it in 10 quarters since. The position peaked at $16K in Q2 2020. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Global Retirement Partners held 6 shares of Helen of Troy worth $174 as of Q2 2026.
  • Helen of Troy was a new Global Retirement Partners position in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4402 holding.
  • Global Retirement Partners first reported a position in Helen of Troy in Q2 2020 and has held it in 10 quarters since.
  • Global Retirement Partners's Helen of Troy position peaked at $16K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.