MML Investors Services
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MML Investors Services’s Helen of Troy HELE Stock Holding History

MML Investors Services’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
Q2 		– Sell
-4,251
Closed -$227K – 2835
2025
Q1 		$227K Buy
+4,251
New +$246K ﹤0.01% 2468
2019
Q1 		– Sell
-4,892
Closed -$642K – 1610
2018
Q4 		$642K Buy
4,892
+446
+10% +$58.5K 0.01% 786
2018
Q3 		$582K Buy
4,446
+597
+16% +$70.3K 0.01% 924
2018
Q2 		$379K Buy
+3,849
New +$351K 0.01% 971

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MML Investors Services's HELE Position: Q2 2025 in Review

MML Investors Services sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 4,251 shares — an estimated $227K sold.

MML Investors Services first reported a position in HELE in Q2 2018 and held it in 4 quarters. The position peaked at $642K in Q4 2018. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • MML Investors Services reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 4,251 Helen of Troy shares in Q2 2025, an estimated $227K.
  • MML Investors Services first reported a position in Helen of Troy in Q2 2018 and held it in 4 quarters.
  • MML Investors Services's Helen of Troy position peaked at $642K in Q4 2018.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.