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

Merit 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
2026
Q3 		$273K Sell
9,978
-72
-0.7% -$2.04K ﹤0.01% 1976
2026
Q2 		$292K Buy
+10,050
New +$238K ﹤0.01% 1831

Other funds holding HELE

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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Merit Financial Group's HELE Position: Q3 2026 in Review

Merit Financial Group reduced its Helen of Troy (HELE) stake by 0.72% in Q3 2026, selling an estimated $2.04K and leaving 9,978 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Merit Financial Group first reported a position in HELE in Q2 2026 and has held it in 2 quarters since. The position peaked at $292K in Q2 2026. 147 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Merit Financial Group held 9,978 shares of Helen of Troy worth $273K as of Q3 2026.
  • Merit Financial Group sold 72 Helen of Troy shares in Q3 2026, an estimated $2.04K.
  • Helen of Troy made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1976 holding.
  • Merit Financial Group first reported a position in Helen of Troy in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Helen of Troy position peaked at $292K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.