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Larson Financial Group’s Helen of Troy HELE Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-1,352
Closed -$34.1K – 3550
2025
Q3 		$34.1K Buy
1,352
+1,257
+1,323% +$30.4K ﹤0.01% 1344
2025
Q2 		$2.7K Buy
+95
New +$2.92K ﹤0.01% 2309
2024
Q1 		– Sell
-38
Closed -$4.59K – 1844
2023
Q4 		$4.59K Hold
38
– – ﹤0.01% 1202
2023
Q3 		$4.43K Buy
+38
New +$4.73K ﹤0.01% 1207

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's HELE Position: Q4 2025 in Review

Larson Financial Group sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 1,352 shares — an estimated $34.1K sold.

Larson Financial Group first reported a position in HELE in Q3 2023 and held it in 4 quarters. The position peaked at $34.1K in Q3 2025. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Larson Financial Group reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,352 Helen of Troy shares in Q4 2025, an estimated $34.1K.
  • Larson Financial Group first reported a position in Helen of Troy in Q3 2023 and held it in 4 quarters.
  • Larson Financial Group's Helen of Troy position peaked at $34.1K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.