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 Q1	$87	Buy	+6	New	+$105	﹤0.01%	1470

Other funds holding HELE

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

JPL Wealth Management's HELE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Helen of Troy (HELE) in Q1 2026: 6 shares worth $87. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings.

187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

JPL Wealth Management held 6 shares of Helen of Troy worth $87 as of Q1 2026.
Helen of Troy was a new JPL Wealth Management position in Q1 2026.
Helen of Troy made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1470 holding.
187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.