MassMutual Private Wealth & Trust’s Helen of Troy HELE Stock Holding History

MassMutual Private Wealth & Trust’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	-108	Closed	-$2.72K	–	2407
2025 Q3	$2.72K	Buy	+108	New	+$2.62K	﹤0.01%	1898
2025 Q2	–	Sell	-13	Closed	-$695	–	2410
2025 Q1	$695	Hold	13	–	–	﹤0.01%	2194
2024 Q4	$778	Hold	13	–	–	﹤0.01%	2082
2024 Q3	$804	Sell	13 -33	-72%	-$1.95K	﹤0.01%	1902
2024 Q2	$4.27K	Hold	46	–	–	﹤0.01%	1371
2024 Q1	$5.3K	Hold	46	–	–	﹤0.01%	1257
2023 Q4	$5.56K	Hold	46	–	–	﹤0.01%	1213
2023 Q3	$5.36K	Hold	46	–	–	﹤0.01%	1224
2023 Q2	$4.97K	Hold	46	–	–	﹤0.01%	1213
2023 Q1	$4.38K	Buy	46 +11	+31%	+$1.18K	﹤0.01%	1181
2022 Q4	$4K	Sell	35 -1	-3%	-$97	﹤0.01%	1068
2022 Q3	$3K	Buy	36 +28	+350%	+$3.6K	﹤0.01%	1086
2022 Q2	$1K	Buy	+8	New	+$1.51K	﹤0.01%	1320
2022 Q1	–	Sell	-21	Closed	-$5K	–	1570
2021 Q4	$5K	Hold	21	–	–	﹤0.01%	898
2021 Q3	$5K	Hold	21	–	–	﹤0.01%	868
2021 Q2	$5K	Buy	21 +13	+163%	+$2.86K	﹤0.01%	840
2021 Q1	$2K	Buy	+8	New	+$1.8K	﹤0.01%	870

Other funds holding HELE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's HELE Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 108 shares — an estimated $2.72K sold.

MassMutual Private Wealth & Trust first reported a position in HELE in Q1 2021 and held it in 17 quarters. The position peaked at $5.56K in Q4 2023. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 108 Helen of Troy shares in Q4 2025, an estimated $2.72K.
MassMutual Private Wealth & Trust first reported a position in Helen of Troy in Q1 2021 and held it in 17 quarters.
MassMutual Private Wealth & Trust's Helen of Troy position peaked at $5.56K in Q4 2023.
193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.