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JPL Wealth Management’s Helen of Troy HELE Stock Holding History

JPL Wealth Management’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 		$495 Buy
17
+11
+183% +$260 ﹤0.01% 1403
2026
Q1 		$87 Buy
+6
New +$105 ﹤0.01% 1470

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

JPL Wealth Management's HELE Position: Q2 2026 in Review

JPL Wealth Management increased its Helen of Troy (HELE) stake by 183% in Q2 2026, buying an estimated $260 and bringing the position to 17 shares worth $495. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

JPL Wealth Management first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • JPL Wealth Management held 17 shares of Helen of Troy worth $495 as of Q2 2026.
  • JPL Wealth Management bought 11 Helen of Troy shares in Q2 2026, an estimated $260.
  • Helen of Troy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1403 holding.
  • JPL Wealth Management first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.