LPL Financial’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-52,500
| Closed | -$1.32M | – | 5947 |
|
|
2025
Q3 | $1.32M | Sell |
52,500
-24,098
| -31% | -$584K | ﹤0.01% | 3729 |
|
|
2025
Q2 | $2.17M | Sell |
76,598
-955
| -1% | -$29.3K | ﹤0.01% | 3043 |
|
|
2025
Q1 | $4.15M | Buy |
77,553
+31,328
| +68% | +$1.81M | ﹤0.01% | 2307 |
|
|
2024
Q4 | $2.77M | Sell |
46,225
-1,605
| -3% | -$107K | ﹤0.01% | 2562 |
|
|
2024
Q3 | $2.96M | Buy |
47,830
+26,663
| +126% | +$1.58M | ﹤0.01% | 2381 |
|
|
2024
Q2 | $1.96M | Sell |
21,167
-375
| -2% | -$38K | ﹤0.01% | 2615 |
|
|
2024
Q1 | $2.48M | Sell |
21,542
-1,740
| -7% | -$208K | ﹤0.01% | 2354 |
|
|
2023
Q4 | $2.81M | Buy |
23,282
+236
| +1% | +$25.4K | ﹤0.01% | 2124 |
|
|
2023
Q3 | $2.69M | Buy |
23,046
+4
| +0% | +$498 | ﹤0.01% | 2061 |
|
|
2023
Q2 | $2.49M | Sell |
23,042
-745
| -3% | -$71.3K | ﹤0.01% | 2058 |
|
|
2023
Q1 | $2.26M | Buy |
23,787
+1,537
| +7% | +$165K | ﹤0.01% | 2047 |
|
|
2022
Q4 | $2.47M | Sell |
22,250
-1,930
| -8% | -$188K | ﹤0.01% | 1923 |
|
|
2022
Q3 | $2.33M | Sell |
24,180
-29
| -0.1% | -$3.73K | ﹤0.01% | 1863 |
|
|
2022
Q2 | $3.93M | Sell |
24,209
-631
| -3% | -$119K | ﹤0.01% | 1558 |
|
|
2022
Q1 | $4.87M | Buy |
24,840
+309
| +1% | +$65.1K | ﹤0.01% | 1457 |
|
|
2021
Q4 | $6M | Sell |
24,531
-37
| -0.2% | -$8.77K | 0.01% | 1337 |
|
|
2021
Q3 | $5.52M | Buy |
24,568
+190
| +0.8% | +$43.5K | 0.01% | 1336 |
|
|
2021
Q2 | $5.56M | Buy |
24,378
+48
| +0.2% | +$10.6K | 0.01% | 1268 |
|
|
2021
Q1 | $5.13M | Buy |
24,330
+590
| +2% | +$133K | 0.01% | 1217 |
|
|
2020
Q4 | $5.28M | Sell |
23,740
-60
| -0.3% | -$12.4K | 0.01% | 1087 |
|
|
2020
Q3 | $4.61M | Sell |
23,800
-2,408
| -9% | -$478K | 0.01% | 1000 |
|
|
2020
Q2 | $4.94M | Sell |
26,208
-241
| -0.9% | -$39.4K | 0.01% | 888 |
|
|
2020
Q1 | $3.81M | Buy |
26,449
+328
| +1% | +$55.6K | 0.01% | 862 |
|
|
2019
Q4 | $4.7M | Buy |
26,121
+2,558
| +11% | +$410K | 0.01% | 864 |
|
|
2019
Q3 | $3.71M | Buy |
23,563
+194
| +0.8% | +$28.8K | 0.01% | 927 |
|
|
2019
Q2 | $3.05M | Buy |
23,369
+456
| +2% | +$59.7K | 0.01% | 1011 |
|
|
2019
Q1 | $2.66M | Sell |
22,913
-4,730
| -17% | -$545K | 0.01% | 1038 |
|
|
2018
Q4 | $3.63M | Buy |
27,643
+714
| +3% | +$93.7K | 0.01% | 820 |
|
|
2018
Q3 | $3.52M | Buy |
26,929
+418
| +2% | +$49.2K | 0.01% | 891 |
|
|
2018
Q2 | $2.61M | Buy |
26,511
+3,822
| +17% | +$348K | 0.01% | 980 |
|
|
2018
Q1 | $1.97M | Sell |
22,689
-1,945
| -8% | -$177K | 0.01% | 1122 |
|
|
2017
Q4 | $2.37M | Sell |
24,634
-613
| -2% | -$56.5K | 0.01% | 963 |
|
|
2017
Q3 | $2.45M | Sell |
25,247
-1,336
| -5% | -$128K | 0.01% | 885 |
|
|
2017
Q2 | $2.5M | Buy |
+26,583
| New | +$2.47M | 0.01% | 818 |
|
|
2016
Q4 | – | Sell |
-3,912
| Closed | -$338K | – | 2726 |
|
|
2016
Q3 | $338K | Sell |
3,912
-255
| -6% | -$23.9K | ﹤0.01% | 2032 |
|
|
2016
Q2 | $429K | Sell |
4,167
-58,105
| -93% | -$5.86M | ﹤0.01% | 1808 |
|
|
2016
Q1 | $6.39M | Sell |
62,272
-1,962
| -3% | -$183K | 0.02% | 605 |
|
|
2015
Q4 | $5.69M | Buy |
64,234
+29,130
| +83% | +$2.91M | 0.02% | 657 |
|
|
2015
Q3 | $3.29M | Sell |
35,104
-2,938
| -8% | -$263K | 0.02% | 618 |
|
|
2015
Q2 | $3.72M | Buy |
38,042
+6,159
| +19% | +$542K | 0.02% | 629 |
|
|
2015
Q1 | $2.57M | Buy |
31,883
+1,124
| +4% | +$85.8K | 0.01% | 798 |
|
|
2014
Q4 | $2M | Buy |
30,759
+1,316
| +4% | +$81K | 0.01% | 870 |
|
|
2014
Q3 | $1.53M | Buy |
29,443
+1,544
| +6% | +$86.6K | 0.01% | 1020 |
|
|
2014
Q2 | $1.69M | Buy |
27,899
+915
| +3% | +$56.9K | 0.01% | 987 |
|
|
2014
Q1 | $1.87M | Buy |
26,984
+857
| +3% | +$52.1K | 0.01% | 880 |
|
|
2013
Q4 | $1.29M | Buy |
26,127
+242
| +0.9% | +$11.3K | 0.01% | 1081 |
|
|
2013
Q3 | $1.18M | Sell |
25,885
-10
| -0% | -$421 | 0.01% | 1088 |
|
|
2013
Q2 | $994K | Buy |
+25,895
| New | +$984K | 0.01% | 1125 |
|
Other funds holding HELE
LPL Financial's HELE Position: Q4 2025 in Review
LPL Financial sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 52,500 shares — an estimated $1.32M sold.
LPL Financial first reported a position in HELE in Q2 2013 and held it in 48 quarters. The position peaked at $6.39M in Q1 2016. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.
- LPL Financial reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 52,500 Helen of Troy shares in Q4 2025, an estimated $1.32M.
- LPL Financial first reported a position in Helen of Troy in Q2 2013 and held it in 48 quarters.
- LPL Financial's Helen of Troy position peaked at $6.39M in Q1 2016.
- 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.