HIA
HELE icon

Harbor Investment Advisory’s Helen of Troy HELE Stock Holding History

Harbor Investment Advisory’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 		– Sell
-240
Closed -$3.46K – 1343
2026
Q1 		$3.46K Buy
+240
New +$4.2K ﹤0.01% 1067
2023
Q3 		– Sell
-366
Closed -$39.5K – 1249
2023
Q2 		$39.5K Buy
366
+139
+61% +$13.3K 0.01% 769
2023
Q1 		$21.6K Hold
227
– – ﹤0.01% 904
2022
Q4 		$25.2K Hold
227
– – ﹤0.01% 854
2022
Q3 		$22K Hold
227
– – ﹤0.01% 888
2022
Q2 		$37K Hold
227
– – 0.01% 777
2022
Q1 		$44K Hold
227
– – 0.01% 784
2021
Q4 		$55K Hold
227
– – 0.01% 714
2021
Q3 		$51K Buy
227
+56
+33% +$12.8K 0.01% 736
2021
Q2 		$39K Hold
171
– – 0.01% 763
2021
Q1 		$36K Hold
171
– – 0.01% 759
2020
Q4 		$38K Buy
171
+81
+90% +$16.7K 0.01% 695
2020
Q3 		$17K Buy
+90
New +$17.9K ﹤0.01% 772

Other funds holding HELE

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return