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Hantz Financial Services’s Helen of Troy HELE Stock Holding History

Hantz Financial Services’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 		$1K Hold
18
– – ﹤0.01% 2379
2026
Q1 		$0 Sell
18
-2,239
-99% -$39.1K ﹤0.01% 2518
2025
Q4 		$48K Buy
2,257
+1,879
+497% +$38.3K ﹤0.01% 1451
2025
Q3 		$10K Buy
378
+235
+164% +$5.69K ﹤0.01% 1826
2025
Q2 		$4K Buy
+143
New +$4.39K ﹤0.01% 1813

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

Hantz Financial Services's HELE Position: Q2 2026 in Review

Hantz Financial Services held its Helen of Troy (HELE) position steady in Q2 2026 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Hantz Financial Services first reported a position in HELE in Q2 2025 and has held it in 5 quarters since. The position peaked at $48K in Q4 2025. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Hantz Financial Services held 18 shares of Helen of Troy worth $1K as of Q2 2026.
  • Hantz Financial Services left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2379 holding.
  • Hantz Financial Services first reported a position in Helen of Troy in Q2 2025 and has held it in 5 quarters since.
  • Hantz Financial Services's Helen of Troy position peaked at $48K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.