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MorganRosel Wealth Management’s Helen of Troy HELE Stock Holding History

MorganRosel Wealth 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 		– Sell
-3
Closed -$85 – 210
2025
Q2 		$85 Hold
3
– – ﹤0.01% 354
2025
Q1 		$160 Buy
+3
New +$173 ﹤0.01% 345

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MorganRosel Wealth Management's HELE Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 3 shares — an estimated $85 sold.

MorganRosel Wealth Management first reported a position in HELE in Q1 2025 and held it in 2 quarters. The position peaked at $160 in Q1 2025. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 3 Helen of Troy shares in Q3 2025, an estimated $85.
  • MorganRosel Wealth Management first reported a position in Helen of Troy in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Helen of Troy position peaked at $160 in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.