Moloney Securities Asset Management’s Helen of Troy HELE Stock Holding History

Moloney Securities Asset Management’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 Q3	$1.12M	Buy	+44,450	New	+$1.08M	0.13%	178

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Moloney Securities Asset Management's HELE Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in Helen of Troy (HELE) in Q3 2025: 44,450 shares worth $1.12M. The stake represents 0.13% of the portfolio and ranks #178 among its holdings.

206 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

Moloney Securities Asset Management held 44,450 shares of Helen of Troy worth $1.12M as of Q3 2025.
Helen of Troy was a new Moloney Securities Asset Management position in Q3 2025.
Helen of Troy made up 0.13% of Moloney Securities Asset Management's portfolio in Q3 2025, its #178 holding.
206 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.