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 Q2	$292K	Buy	+10,050	New	+$238K	﹤0.01%	1831

Other funds holding HELE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's HELE Position: Q2 2026 in Review

Merit Financial Group opened a new position in Helen of Troy (HELE) in Q2 2026: 10,050 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1831 among its holdings.

23 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Merit Financial Group held 10,050 shares of Helen of Troy worth $292K as of Q2 2026.
Helen of Troy was a new Merit Financial Group position in Q2 2026.
Helen of Troy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1831 holding.
23 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.